Barclays Warns: AI Investment Boom Could Drive 30-Year US Treasury Yields to 6%
Barclays analysts suggest that if the AI investment boom leads to sustained productivity gains, the yield on the 30-year US Treasury could surge to 6%. Stronger productivity would enable faster economic growth and force markets to raise long-term interest rate expectations, pushing borrowing costs higher. The yield has already climbed above 5.61%, its highest since 2002.
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