Pimco’s Stracke می گوید که هزینه های هوش مصنوعی باعث افزایش بازدهی می شود، نه تورم

Pimco’s Stracke Says AI Spending Drove Yields, Not Inflation

Surging capital demand from hyperscalers and the artificial intelligence ecosystem — rather than inflation expectations — is the primary force pushing real rates and bond yields higher, Pacific Investment Management Co. President Christian Stracke said.