Geopolitics

Sinolink Securities: AI capital expenditure crowds out sovereign debt; rising long-end U.S. Treasury yields may compel the Federal Reserve to ease policy - Moomoo

Source: Moomoo

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DW NOTE

Sinolink is arguing that AI infrastructure spending is displacing demand for sovereign debt and pushing yields high enough to force the Fed's hand. The problem: the Fed has held rates unchanged all year with inflation well above target and a $1.8 trillion deficit. Rising yields are not a bug in that environment — they are the market pricing fiscal incontinence. The 10-year at 4.72% is not a liquidity crisis; it is what happens when you borrow 6% of GDP annually while the Strait of Hormuz stays shut and the central bank refuses to monetise the difference.

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Sinolink Securities: AI capital expenditure crowds out sovereign debt; rising long-end U.S. Treasury yields may compel the Federal Reserve to ease policy - Moomoo

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