Why the bond market is more dangerous to the world economy than AI right now

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Why the bond market is more dangerous to the world economy than AI right now "You're worried about AI killing us. The bond market is going to get us first," Clocktower Group's Eric Wallerstein says. Thursday was one of the worst days for European bonds in over a decade, he adds. Wallerstein's conclusion: if AI keeps pushing rates beyond what the broader economy can handle, the real damage lands on the much larger "ex-AI economy."
  2026/10/02      youtube
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