J.P. Morgan links AI boom to bond yield rise

J.P. Morgan's forecasts suggest that the surge in artificial intelligence investments could contribute to higher yields in the bond market, reflecting investors' expectations of improved productivity supported by this technology. The increased financing for companies operating in the AI sector, especially through issuing debt exceeding $220 billion this year, is leading to a greater supply of long-term bonds competing with US Treasury securities. The bank believes that the market is already pricing in the peak profits for some companies, creating an opportunity for investors to achieve significant gains if these companies meet their expected sales targets. J.P. Morgan recommends focusing on short-term fixed-income instruments amid rising yields and changing growth expectations in the financial markets.

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