Watch Desk posted an update
BlackRock Investment Institute head Jean Boivin says the artificial-intelligence build-out is influencing interest rates, as the firm turns positive on US Treasuries. He also says long-term Treasuries are starting to look attractive, according to Bloomberg’s interview description.
Why it mattersThat offers a useful, if brief, glimpse of how AI’s infrastructure spending is entering the bond-market conversation. It is Boivin’s investment view, not evidence that AI spending alone determines where rates go.
Discuss: When AI investment starts shaping the rates debate, should investors treat that as a lasting economic force or a temporary market theme?
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