Council on Foreign Relations
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Bloomberg's The Close reviewed the week's market moves, citing AI, oil and Treasury yields as key drivers. Guests included figures from Morgan Stanley, BMO, Jefferies, Yale University and the Council on Foreign Relations.
Rebecca Patterson, former chief investment strategist at Bridgewater, said on Bloomberg that AI-related investment is crowding out demand for US Treasuries, and discussed whether bonds, equities, commodities and energy are telling the same economic story.
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