Hyperscalers are dragging global bond gauges lower as they issue massive debt for AI buildout. Mega cap tech prints record bonds → Bond indices extend duration and swell in size → Passive funds absorb more supply → Yields stay elevated across US, Europe, Japan → Higher discount rates hit long duration equities. AI capex becomes a rate story. I’m focused on US 10Y above 4.5% and spread widening in A rated tech. If yields hold there into the next earnings cycle, equity multiples reset fast. Most will blame stocks when the equity slide begins. The pressure started in credit. Follow me. Others chase engagement. I post the domino before it falls 📉
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