Faith Over Fear!
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Closing my week pondering thoughts from an AI professor @Wharton who thinks productivity acceleration from AI will take 10-year bond yield up to 6%.
Is bond sentiment too bullish or bearish – @biancoresearch and @dailydirtnap been debating.
Talk about a
take.
— Jeremy Schwartz (@JeremyDSchwartz) August 18, 2023
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