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Pimco's Stracke: AI Spending, Not Inflation, Drives Higher Bond Yields
Christian Stracke, President of Pacific Investment Management Co. (Pimco), stated that surging capital demand from hyperscalers and the artificial intelligence ecosystem is the primary force pushing real rates and bond yields higher, rather than inflation expectations.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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