Warsh Faces a Bond-Yield Test as a New Fed Era Dawns
TL;DR Summary
Warsh takes the helm as global bond markets push long-term yields higher, with the 30-year U.S. Treasury around 5.11% amid energy-price shocks, AI-driven capital demand, and large deficits; investors debate whether the Fed should stay hawkish to keep inflation expectations anchored or cut to ease borrowing costs, while Warsh's AI-disinflation thesis has yet to show in the data.
Topics:business#ai-investment#bond-yields#economy#federal-borrowing#federal-reserve#inflation-expectations
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