AI Bubble Bursting, Yen Rallying To 130
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The 15 percent slump in the relative valuation of US tech stocks versus bonds is a bubble starting to burst. Yet the adjustment has been relatively benign so far because a large part has come from the bond price going up. Unfortunately, the adjustment has much further to run and could ultimately turn ugly. The easiest way to play the AI bubble bursting is to go structurally overweight the yen.
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