AI Debt Deluge Approaches, September Is the Real Test for U.S. Treasuries

U.S. Treasuries just caught a breather, but September's storm is coming! Tech giants are launching an AI financing frenzy, with $200 billion in corporate bond issuance poised to hit the market. This "cash grab battle" will directly clash with long-term Treasuries and push yields higher, compounded by hidden off-balance-sheet financing and bubble risks, a stress test that could reshape the bond market landscape is quietly approaching.