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Mohamed El-Erian says an influx of hyperscaler bonds is competing with U.S. Treasuries — and pushing rates higher

Hyperscaler bond supply competes with Treasuries, directly pushing rates higher.

What changed

Hyperscaler bond supply competes with Treasuries, directly pushing rates higher.

Why it matters

Hyperscaler bond supply competes with Treasuries, directly pushing rates higher. — impact context not separately stored; see What changed.

Sources