Surging capital demand from hyperscalers and the artificial intelligence ecosystem — rather than inflation expectations — is the primary force pushing real rates and bond yields higher, Pacific Investment Management Co. President Christian Stracke said.
Surging capital demand from hyperscalers and the artificial intelligence ecosystem — rather than inflation expectations — is the primary force pushing real rates and bond yields higher, Pacific Investment Management Co. President Christian Stracke said.
<iframe src="https://statesidedaily.com/embed/cluster/8c20f672211ce2060f39b8df36ffb8109a9cd37b" width="100%" height="320" style="border:0;max-width:680px" loading="lazy" title="Pimco’s Stracke Says AI Spending Drove Yields, Not Inflation"></iframe>