AI boom, not oil shock, driving real yields structurally higher

Ten-year US Treasury yields are hovering near 4.5% even though bond markets are showing remarkably little panic about long-term inflation. Oil prices have jumped, conflict in the Middle East has intensified and headlines scream inflation risk daily. Yet the bond market’s own gauges of future price pressures remain relatively subdued. Barclays points out that US [...] The post AI boom, not oil shock, driving real yields structurally higher appeared first on Asia Times .
2026-05-25 12:46:19