Published Sep 14, 2026, 3:10 AM ET · Updated 2 months ago · 1 source

Slowdown in AI Capital Expenditure to Negatively Impact Economic Growth and Job Market

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A slowdown in AI capital expenditure, which has been a major market driver, will negatively impact economic growth and the job market. This scenario, combined with high oil prices and priced-in Fed hikes, creates a strong bullish impetus for Treasuries.