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Why the AI Trade Is Crowding Out Treasuries
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ticker lesson
Breakdown
0:00lesson
Semis and Treasuries correlation
- Treasuries and semis move together
- 10-year yield topped 5.36%
- Semis sell-off continues
- Semi-rally linked to Treasury rise
- Price action shows opposite trend
0:01lesson
Capital competition and safe haven demand
- Competition for capital at long end crowding out safe havens
- Reduction in semis could push Treasuries higher
- Inflows into government bond funds hit 59.3 billion
0:02lesson
CPI report and Fed outlook
- Next test is tomorrow's CPI report
- Headline CPI could be hotter
- Core CPI could be softer
- Fed's next move uncertain
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