World & BusinessThe case for a bond-driven stock-market crash
A market commentator predicts a severe stock selloff if the bond market continues on its current course, escalating an earlier warning that an AI bubble could pop.
TLDR
In a September 24 post, a market commentator says they have shifted from warning that an AI bubble “could” pop to predicting that equities “will get slaughtered” if the bond market “keeps on like this.” They shared the argument in an essay advertised as free to read.
The case for a bond-driven stock-market crash
A market commentator predicts a severe stock selloff if the bond market continues on its current course, escalating an earlier warning that an AI bubble could pop.
