10-year Treasury at 4.9% challenges the AI trade collapse narrative
builderjaydub · x · 2026-11-04
Economist AnnaEconomist poses a market paradox: if the AI trade is truly collapsing and data center deliveries stall next year, the 10-year Treasury should be far below 4.9%, implying sub-1% GDP growth or recession. But if not, what world is the market pricing? The chart shows yields rose from 4.11% to 4.9085% over a year, peaking at 5.30% in early October.
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