FED'S WALLER: SURGING U.S. BOND YIELDS DRIVEN BY GROWTH, NOT INFLATION

Fed Governor Christopher Waller says strong economic growth and AI investment are pushing Treasury yields higher, while inflation expectations remain anchored. He warns that weaker safe-haven demand for U.S. debt could be adding 50–70 basis points to yields. Waller expects the AI investment boom to continue for another 2–3 years.

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