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Regime Change: Bonds Pricing AI Bubble Burst And A Recession
Source: seekingalpha.com
Interest Rates & YieldsInflationArtificial IntelligenceMarket Technicals & FlowsInvestor Sentiment & Positioning

The bond market reversed its selloff after a hot CPI report, while market attention shifted to a selloff in AI stocks. The article suggests this could signal a regime change from inflation concerns toward an AI-bubble burst and recession, but provides no figures or confirmation.
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