GLJ Research’s Gordon Johnson says AI-linked credit is undermining the case for U.S. Treasuries, offering roughly double the yield while investors assume Fed backstop. He says that is distorting prices, lifting mortgage rates and squeezing small businesses.
published
GLJ Research’s Gordon Johnson says AI-linked credit is undermining the case for U.S. Treasuries, offering roughly double the yield while investors assume Fed backstop. He says that is distorting prices, lifting mortgage rates and squeezing small businesses.
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