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The Bond Market Sees AI Making Warsh's Inflation Bind Even Worse (Bloomberg) -- To judge by a key bond-market signal, the AI boom is only worsening Kevin Warsh's inflation problem.

A juzgar por una señal clave del mercado de bonos, el auge de la IA solo está agravando el problema inflacionario de Kevin Warsh.

With the war-driven price shock sending 30-year bond yields to a nearly two-decade high, Wall Street analysts say the technology is, for now, having the opposite effect on inflation.

(Bloomberg) -- As Kevin Warsh takes the helm at the Federal Reserve, bond investors are betting he'll prioritize the central bank's inflation-fighting credibility over President Donald Trump's push for lower interest rates.

Treasury Secretary Scott Bessent is facing what may become his biggest financial-market test yet, in the form of a steady increase in benchmark Treasury yields that’s generating economic headwinds and leaving him with few easy options.

Treasury Secretary Scott Bessent is facing what may become his biggest financial-market test yet, in the form of a steady increase in benchmark

The Federal Reserve should shift closer toward hiking interest rates as rising consumer prices become the dominant threat to the economy, according to Citadel Securities.

As Kevin Warsh takes the helm at the Federal Reserve, bond investors are betting he'll prioritize the central bank's inflation-fighting credibility over President Donald Trump's push for lower interes

Beyond developments in the Middle East, a big focus will be Friday's release of monthly employment figures, which are projected to show the labor market remained resilient in May. Combined with elevated oil prices and reaccelerating inflation, that may bolster expectations that officials will remove the easing bias in their statement in June, in the Fed's first meeting under Chairman Kevin Warsh.

Treasuries sank on signs of a roadblock in peace negotiations between the US and Iran, fueling concern that higher energy costs will stoke inflation and push the Federal Reserve to raise interest rates.