Latest / The Financial Exchange Show
Bond Yields Jump as AI Keeps Driving the Market
The 10-year Treasury is back above 5%, raising pressure on mortgages, borrowing costs, and parts of the market already feeling the effects of higher energy prices.
Chuck Zodda and Paul Lane discuss why the bond market is selling off, what rising yields may be signaling about nominal growth, inflation, and AI spending, and why markets are still being driven by a narrow group of AI-related stocks. They also break down whether the U.S. and China can realistically cooperate on AI security, why a first-time homebuyer subsidy could make housing affordability worse, the debate over Amazon drone…
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