BlackRock’s Boivin Sees Rates Getting More in Line With the Environment
THE SO WHAT
BlackRock turning positive on long-dated Treasuries while explicitly tying rates to AI buildout capex is a reminder that your cost of capital is now partially a function of data center demand. If you’re planning heavy infrastructure or AI investment, lock in your financing assumptions now—this window of “more in line” rates may not last if the next wave of buildout accelerates.
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