Treasuries regain haven demand as French yields and AI financing concerns rise
BTBloomberg TelevisionCanal de YouTube
IA · sistemadel video de 00:00
Bloomberg Television reports renewed haven demand for U.S. Treasuries amid falling stocks, rising oil prices and French fiscal stress. French benchmark debt yields reached 5%, while technology borrowing faced scrutiny over AI capital spending and future debt supply. Guests differed on credit opportunities: DoubleLine’s Jeffrey Sherman described selective purchases, while PIMCO’s Lotfi Karoui wanted greater clarity on spending estimates. The discussion anticipated an unchanged Fed decision but highlighted inflation risks. No discrete trade with entry, target and stop was presented.
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