US 10-Year Yields Hit 5% Amid AI Slowdown Fears

US 10-Year yields are testing the 5% threshold amid AI slowdown concerns, yet ETF inflows remain robust at $16 billion for the week. While risk sentiment is cautious, investors continue to allocate capital into long-duration bonds and tech-heavy funds, keeping oil steady near $105.
Despite the yield spike, ETF investors added nearly $16 billion in assets last week, with significant inflows into long-term Treasury and semiconductor funds. This buying behavior, highlighted in GN auto markets/bonds: bond yields data, suggests some market participants are treating elevated rates as an entry point rather than a signal to flee risk assets.
Source: Yahoo FinanceDeveloped market bond yields surged as leaders called for a pause in frontier AI development. Oil prices held steady near $105 per barrel. Risk sentiment turned cautious.
Source: MUFG Research






