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@damnang2 · 2026-10-12 01:54

What if higher Treasury yields aren’t just a sign that inflation remains stubborn? @JonkooTrades offers an interesting perspective. If AI drives massive investment and boosts productivity, it could raise both expected returns on capital and the level of real interest rates the economy can sustain. His piece connects investment in semiconductors, data centers, optical networking, and power infrastructure to the bond market. It’s worth a read if you’re interested in how structurally higher yields could coexist with a stronger economy.

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