Rates investors unmoved by stories of AI bliss, or doom
Research shows downward moves in US Treasury yields around generative AI model releases
US rates markets seem unconvinced about the transformative potential of generative artificial intelligence (GenAI) models, new research shows.
Across more than a dozen GenAI model releases in 2023 and 2024, yields of long-dated US Treasuries typically fell more than 10 basis points in moves that preceded release dates and persisted in subsequent days. Falling yields may indicate that investors
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