[Question] Why are bond yields anomalously rising following the September rate cut?

[incredibleutility]

Is this:

• Rising inflation expectations?

• Pricing in explosive AI growth?

• Volatility expectations?

• Something else?

[David T]

I think poor economic growth figures in a number of countries and the anticipated volatility, inflation and economic performance following the election of US President signalling enthusiasm for trade wars (and with a track record of deficit spending to pump stock markets) is likely a bigger issue than any development in AI in the last quarter

[incredibleutility]

Potentially related to: https://​​forum.effectivealtruism.org/​​posts/​​8c7LycgtkypkgYjZx/​​agi-and-the-emh-markets-are-not-expecting-aligned-or