AI Borrowing Not Crowding Out Treasuries Says TBAC
The Treasury Borrowing Advisory Committee reports that surging artificial intelligence corporate borrowing has not crowded out demand for US Treasuries. Committee members note higher yields reflect stronger economic growth rather than supply displacement.
Artificial intelligence corporate borrowing is not crowding out demand for United States government debt, according to recent advisory panel findings. The evaluation comes as record technology debt issuance coincides with longer-dated bond yields hitting 24-year highs. Investors are weighing whether surging infrastructure spending will constrain broader fixed-income markets.
