There's lots of speculation the AI buildout is driving up government bond yields because it's competing for capital. Such a phenomenon did occur in the IT bubble of the early 2000s when the corporate sector became a dis-saver. But that's not true now...
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Record numbers of Argentine households are struggling to pay debts on time, with 16.3% of credit issued to individuals at least three months overdue. https://t.co/PL2oMAKiYX