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Pimco Says ‘Too Much, Too Fast’ AI Debt Is Stoking Bond Yields

The flood of debt financing for AI capital expenditures is causing “indigestion” in fixed-income markets and fueling yields, but that dynamic should result in decent longer-term returns for investors, according to Pacific Investment Management Co.

We haven't written up this one. Bloomberg has the full story — the link below goes straight to it.

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