Artificial intelligence may not curb inflation, according to research co-authored by International Monetary Fund chief economist Silvana Tenreyro and published on the Bank of England's Bank Undergroun…
Artificial intelligence has emerged as a significant topic in Federal Reserve policy meetings, according to Bloomberg Economics, reflecting its growing influence on discussions about monetary-policy t…
Minutes from the Federal Reserve's July 28-29, 2026, FOMC meeting show inflation risks remain tilted to the upside, with some officials supporting rate hikes, while the federal funds target range stay…
The Federal Open Market Committee's July minutes, released recently, indicate inflation risks are skewed to the upside primarily due to advancements in artificial intelligence, reducing the likelihood…
The Treasury Department, led by Secretary Scott Bessent, announced on Wednesday that it will at least double its buybacks of 10-year, 20-year, and 30-year Treasury bonds starting Sept. 9 through Nov. …
The 30-year Treasury yield briefly crossed 5.3% on August 18, its highest since 2007, as a surge in U.S. government borrowing and data-center construction financed by corporate debt flooded bond marke…
Gemini co-founder Cameron Winklevoss said on Aug. 18 that the artificial-intelligence equity trade offers Bitcoin buyers a roughly 50% discount, with BTC recently near $64,231, about 49% below its Oct…
U.S. Treasury yields eased after a below-forecast industrial production report, but the 20-year bond auction and Fed minutes loom, with analysts attributing the recent rise to a decade-high term premi…
Global bond yields have hit multi-decade highs, with the U.S. 30-year Treasury yield above 5% for the first time since 2007 and Japan's 10-year JGB yield near 2.95%, driven by government deficits, inf…
Wall Street's main indexes closed lower on Tuesday, Aug 18, with the S&P 500 losing 0.69% to 7,691.76 and the Nasdaq Composite shedding 1.33% to 26,289.71, as rising bond yields and Middle East uncert…
A Bank of America investor survey reported by CNBC shows institutional investors are bullish, increasing equity allocations and reducing cash levels despite potential Federal Reserve rate hikes and co…
Rising Treasury yields are threatening the sustainability of Asia's AI-driven stock rally, according to a report from the OECD. The higher yields may reduce the appeal of non-yielding assets such as g…
Bloomberg reports that AI-driven borrowing by major tech companies is pushing U.S. Treasury yields above 5%, with the 30-year Treasury yield surpassing 5% for the first time in over a decade. The incr…
Amazon, Alphabet, Meta, Microsoft, and Oracle have issued roughly $194 billion in bonds by early July 2026, surpassing their $108 billion total for all of 2025, squeezing the same capital pool that fu…
AI hyperscalers are increasing borrowing as the US Treasury ramps up spending, intensifying competition for investor capital and potentially influencing interest rates, according to market analysis. G…
AI-related debt sales have reached nearly $1.5 trillion this year, driving US Treasury yields higher and pressuring gold prices, according to a Bloomberg Markets report. As of mid-August 2026, 10-year…
A looming AI debt bubble, driven by massive infrastructure spending on GPU clusters and data centers, threatens systemic financial stability, according to analysis of the tech sector's capital expendi…
The Federal Reserve's SR 11-7 model risk management framework, built on deterministic model assumptions, breaks down for agentic AI systems that plan, call tools, and act through multi-step reasoning,…
Wall Street's record-setting rally, fueled by Big Tech's massive AI investments, faces a key risk from rising interest rates, which reduce the present value of future profits and pressure high-multipl…
Global bond markets face a greater threat from rising rates outside the U.S. than from the Federal Reserve, with traders pricing in about 400 basis points of rate hikes across seven major markets over…