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via seekingalpha.comMarkets

Volatility surges and U.S. Treasuries regain hedge role, according to Nomura

FROM THE WIRE · SEEKINGALPHA.COM

Markets are repricing AI capex and U.S. growth risks, sending volatility higher and Treasuries up.

Read at the source ↗
MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bearishTreasuries regaining their hedge role signals risk aversion tied to AI capex and U.S. growth.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Markets are repricing risks tied to AI capex and U.S. growth.
  2. 02Volatility is rising while Treasuries are being bought.
  3. 03Treasuries are once again working as a hedging instrument.

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