Macro Analyst Rosenberg: AI Debt Floods Bond Market

Techub News reports that macro analyst Rosenberg states that over the past month, the relationship between oil prices, AI, and bond trading has changed. He says that if the AI trend reverses and impacts macroeconomics and inflation, it could bring deflationary changes; however, high inflation and fiscal challenges continue to pressure bonds. He says that AI giants' capital expenditures are driving more debt into the public bond market, with Microsoft returning to the public bond market; the global bond market is about 40 to 60 trillion US dollars, with approximately 4 trillion US dollars of AI debt expected in the next four years. (CNBC)