MarketsMacro10th September 2026

Stocks Up, Bonds Down: How the AI Boom Is Rewriting the Rates Story

The AI equity surge is spilling into the bond market, keeping US Treasury yields higher than what many think can be sustained. The AI Hyperscalers are expected to spend $700 billion this year. With no sign of slowing capital expenditures, how much more can the bond market take?

Shea Sykes4 min read