Long-End US Yield Hits One-Month Low as AI Fears Fuel Haven Bid
THE SO WHAT
Long-end yields dipping on “AI trade” doubts shows how tightly macro sentiment is now coupled to a handful of AI names and narratives. If your treasury or runway model assumed a one-way rate normalization, keep a scenario where AI-equity volatility drives intermittent flights to safety and cheaper long-term debt.
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