Chief Economic Adviser: “There Is No Way” the Bond Market Can Fund the AI Boom Without Higher Yields
Mohamed El-Erian says a structural mismatch between borrowers and buyers has pushed the bond market to a breaking point, and Amazon's latest debt deal may have just revealed the first crack.
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There’s no way this bond market can fund the markets’ needs without higher yields: Mohamed El-Erian
Mohamed El-Erian, The Wharton School Rene Kern professor and Allianz chief economic advisor, joins ‘Squawk Box’ to discuss the latest market
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economist.com·4d ago
Amazon Issues $25B in Bonds as Goldman Warns Clients to Hedge Against AI Debt Bubble Risks
"there are parts of the Credit Markets, currently at generational tights, that we think offer an asymmetric + convex overlay-hedge for macro
zerohedge.com·9d ago
AI-related debt sells off sharply as Amazon looks to borrow another $25 billion
Bonds financing the massive artificial-intelligence buildout were hit hard by selling on Tuesday, as Amazon.com set out to borrow another $2
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