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AI-market jitters are helping make a 10-year US Treasury yield of around 5% look attractive to some investors, ING analysts say, supporting demand for longer-dated bonds. They also say markets are swinging between AI concerns and inflation worries, keeping volatility high.
Why it mattersThat’s a useful glimpse of how anxiety about the AI boom can ripple into bond markets, though ING presents it as one influence, not the whole story. Its analysts say upcoming US inflation data will matter more than oil prices in shaping rate expectations.
Discuss: When AI market jitters push investors towards bonds, is that a sensible response to uncertainty or another sign that markets are overreacting?
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