The AI boom is pushing long-term bond yields higher in ways that go beyond a wave of corporate borrowing. While inflation and fiscal deficits remain the biggest drivers of higher long-dated yields, AI accounts for about one-fifth of the recent rise, according to strategists at ING in a Thursday note. Much of the discussion around
The bond market is saying something that all investors should be paying attention to. Key bond yields have been drifting higher for years, but the recent sell-off in US Treasurys has accelerated in 2026. Then on Wednesday, investors really hit the gas, as fears about a hot economy, a spiraling fiscal situation, and waning demand
Moving to a new country comes with plenty of adjustments, from language to social rules, but I didn’t expect to feel out of place in my own body. Before moving to Japan from New Zealand, I was mostly content with how I looked, having already survived the body-image hurdles of early motherhood. Despite being a
AI is resetting assumptions about how quickly professional services firms should move, and consulting clients are getting impatient. “I am seeing clients ask for our help in delivering outcomes at a more rapid pace” compared to this time last year, Jeanelle Johnson, PwC’s managing partner for the Washington DC area, told Business Insider. “Something that
For months, Wall Street debated whether AI spending had become too much, too fast. Now, after calls by some of the industry’s biggest names to slow frontier AI development, investors are asking whether AI spending could slow, too. “Does a “pacing slowdown” necessarily imply a spending slowdown? We don’t think so,” Bernstein analysts wrote Monday,
Investors got a reprieve on Thursday as the bond market regained its footing following a global sell-off earlier in the week. A rout in global bonds on Tuesday that sent yields spiking was partly reversed on Thursday, with investors cheering as US Treasury yields dropped from multi-year highs. The move appeared to be largely driven
