The Credit Market Lens: AI Capex and the Limits of Crowding Out

Podcast: PIMCO Pod · PIMCO

Opublikowano: 2026-09-21

In this episode, we discuss AI capital spending may be contributing to higher real rates, but there is little evidence that it’s due to AI bond issuance crowding out Treasuries.​‌ The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, invest...