JPMorgan: Hyperscaler debt spree may be causing supply-demand issues at the long end of the yield curve
Kr00ney · x · 2026-09-03
JPMorgan's Michael Cembalest warns that hyperscalers are issuing so much debt to fund AI infrastructure that they may be creating a supply-demand problem at the long end of the yield curve — tying AI capex directly to bond-market pressure.
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