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TS Lombard: U.S. Treasury Bonds Are Not the Ideal Choice Amid the Disruptive Risk Background of AI

TS Lombard: U.S. Treasury Bonds Are Not the Ideal Choice Amid the Disruptive Risk Background of AI

华尔街见闻华尔街见闻2026/02/23 13:27
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The yield on the 10-year US Treasury bond has fallen by 16 basis points this month, poised for its biggest rally since June. This partly reflects market concerns about the disruptive potential of artificial intelligence: such concerns have weighed on the stock market and triggered safe-haven buying. Dario Perkins, an economist at the research institution, stated that going long on US Treasuries as a hedge against AI risks is "suddenly becoming consensus," but this is "very likely to be wrong." (Bloomberg)
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