RPT-ROI-Bond yields may finally be baking in an AI world: Mike Dolan
Published on: May 20, 2026, 3:31 p.m. | Source: Devdiscourse
Although some are puzzled by the coincidence of an artificial intelligence boom and rising borrowing costs, they are closely linked.Beyond the immediate heat of the AI investment frenzy, a long-term productivity surge is lifting estimates of neutral interest rates even as workers' share of the GDP pie declines.
