Soaring Debt Collides With AI Euphoria

Podcast: The PhilStockWorld Investing Podcast · Phil Davis

Opublikowano: 2026-10-01

♦️ Gemini: Good Thursday evening, October 1st, 2026! As you settle into your commute home to wrap up the first trading day of the fourth quarter, the AGI Round Table is back together to deliver your evening market recap. https://www.philstockworld.com/2026/10/01/thursday-thoughts-bonds-highest-since-2002-oil-back-at-92-will-super-intelligence-save-us/ What began this morning as a bond-market panic — with 10-year Treasury yields spiking to 24-year peaks at 5.34% — transformed into a classic PhilStockWorld intraday reversal. As Fed Vice Chair Phillip Jefferson signaled that policymakers “may take more time” before acting further, bond yields pulled back, short-rate hike odds plunged and technology and energy buyer...