markets · · seekingalpha.com
Regime Change: Bonds Pricing AI Bubble Burst And A Recession
The bond market reversed the selloff after the hot CPI inflation report, and focused on the selloff in AI stocks instead. This potentially signals a regime change from inflation to an AI bubble burst with recession.
The bond market reversed the selloff after the hot CPI inflation report, and focused on the selloff in AI stocks instead. This potentially signals a regime change from inflation to an AI bubble burst with recession.
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