The model that most people in the bond market are using is this:
AI is disinflationaryBut first there will be massive spending on chips and power to build it, creating near-term inflationWell the second-leg of that thinking took a big hit from DeepSeek, as it shows that training AI is more technique than power. Since the open sourced it, others will piggyback on the technique and perhaps refine it even more.
So that big spending bump is now in question and the lower cost could make AI even-more ubiquitous.
Now obviously layered on that today is a huge flight to safety with tech getting crushed but this move could also mark a top in yields. This might be your last chance at 4.50% for 10 years for awhile.
This article was written by Adam Button at www.forexlive.com.Hence then, the article about the deepseek fallout is so big that it s hitting macro was published today ( ) and is available on forex live ( Middle East ) The editorial team at PressBee has edited and verified it, and it may have been modified, fully republished, or quoted. You can read and follow the updates of this news or article from its original source.
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