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AI Debt Surge Deepens Global Bond Rout

AI Debt Surge Deepens Global Bond Rout

Global sovereign bond markets are facing a major sell-off as fiscal expansion, inflation uncertainty, shrinking long-term demand, and heavy AI-related corporate borrowing push long-term yields higher. Goldman Sachs warns that the Federal Reserve could theoretically be forced to raise rates even during weakening economic data to stabilize the yield curve.

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