Published on
AI equity performance has replaced oil as the main driver of US Treasury yields, setting up a rotation out of AI stocks into the rest of the market. Our Chart Of The Week comes from Ryan Swift, our Chief US Bonds Strategist. Bond yields now track AI stocks…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Essentials
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.