James Reilly at Capital Economics says rising debt issuance by large tech companies could further strengthen the link between AI-related equities and bond yields. He adds AI-related names have tended to outperform when oil falls, reflecting increased sensitivity to bond yields.

2026-09-23

James Reilly at Capital Economics says rising debt issuance by large tech companies could further strengthen the link between AI-related equities and bond yields. He adds AI-related names have tended to outperform when oil falls, reflecting increased sensitivity to bond yields.