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Fed Governor Waller: Surging U.S. bond yields driven by growth, not inflation
Fed Governor Christopher Waller stated that strong economic growth and AI investment are pushing Treasury yields higher, while inflation expectations remain anchored. He warned that weaker safe-haven demand for U.S. debt could be adding 50–70 basis points to yields. Waller expects the AI investment boom to continue for another 2–3 years.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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