Awaiting Warsh, AI 'Bust,' High Ed Fear | Real Yield 8/27/2026
THE SO WHAT
When bond desks are debating an AI “bust” and higher-ed disruption on Real Yield, AI risk is now a macro input, not just a tech-sector story. CFOs should expect more questions from boards about AI exposure—both upside and downside—as part of capital allocation and duration decisions.
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