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The AI Boom Is Forcing US Interest Rate Hikes, and the Bond Market Is Also Working to Escape Its Structural Recession.
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This article is a partially edited and reprinted version of "The AI Boom Demands US Interest Rate Hikes, and the Need to Escape the Structural Recession in the Bond Market," originally published on August 21, 2026, in "Kinza Online: Weekly Financial and Fiscal Affairs." Since hitting a low point during the COVID-19 pandemic in 2020, US 10-year interest rates have been on an upward trend for six consecutive years (see chart). In addition to the p…
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