Treasuries could hedge AI bust even if oil prices rise
So far this year, long-dated Treasuries have been a poor hedge against AI wobbles when this has coincided with rising oil prices. But we think they would fare well if the AI boom turned to bust as we expect, even if that coincided with higher oil prices.
Subscriber content
Read this in full, free
Start a free trial and use one of your 10 free starter credits to unlock this piece.