Jeffrey Rosenberg, a senior portfolio manager at BlackRock, noted a significant shift in market trading logic over the past month, with the 80% correlation between oil and U.S. Treasury yields breaking down in October. He believes that market concerns about an AI trading collapse have surpassed inflation worries, leading to a decline in U.S. Treasury yields. He views any volatility in AI trading as a signal of fluctuations in the U.S. economic growth outlook and deflation.