Treasuries Rally as AI Stock Slump Sparks Growth Fears
Treasuries led a global bond rally as a selloff in artificial-intelligence shares deepened, spurring demand for havens from a growth slowdown. A measure of CoreWeave's credit risk climbed to an all-time high Thursday as its high-yield bonds extended declines. We get reaction from Bloomberg Tech host Ed Ludlow. Steve Kaplan of JPMorgan Asset Management joins to discuss trends in portfolio diversification. Bloomberg's Austin Carr examines Marc Andreessen's rise as a MAGA power player ahead of midterms. The segment covers the intersection of tech, markets, and politics, offering a comprehensive look at the forces driving investor sentiment. It's an essential watch for those navigating the current market volatility.