AI Bond Wave Pushes 30-Year Treasury Yields to 5.47%, a 22-Year High
US 30-year Treasury yields held near 5.47%, the highest since June 2004, while the 10-year note hit 5.17%, its highest since 2007. The selloff is driven by record long-dated AI infrastructure debt: Morgan Stanley estimates AI-linked bond issuance will reach nearly $570 billion in 2026. US 30-year fixed mortgage rates are now near 7%.
- 30-year Treasury yield near 5.47%, highest since June 2004
- Morgan Stanley: AI-linked bond issuance to reach $570B in 2026
- Amazon, Alphabet, Meta, Microsoft and Oracle capex near $700–725B for 2026
- US 30-year fixed mortgage rates climb to about 7%
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