Brij Khurana, senior managing director and fixed income portfolio manager at Wellington, and Kelsey Berro, fixed income ...
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AI Capex Cycle Is Pushing Real Yields Higher, Says PIMCO’s Lotfi Karoui — Consensus Sees Another $500B Of Credit Supply
Karoui told Bloomberg that the unprecedented scale of the AI investment cycle is affecting real yields through a broader macro channel, while higher rates could put more pressure on lower-quality ...
Earlier in the day, US 10-year yield surged to the highest level since 2002.
PIMCO President Christian Stracke says hyperscaler and AI capital demand, not inflation, is driving real rates and bond yields higher.
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