Inflation, Rate Hikes, and Why AI Noise Doesn't Matter

Edison Byzyka suggests current yields are appropriate given recent economic growth and earnings, but warns a 5% yield could trigger an equity correction while presenting a significant buying opportunity in bonds, particularly 20-year Treasuries. He anticipates sustained inflation from elevated energy prices and infrastructure build-out, and dismisses recent AI market noise, requiring more fundamental cracks like higher debt costs to turn cautious on the sector.

Trading 360

15 Sep 2026

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