Julie Hyman(@juleshyman):Good point from Evercore ISI's Krishna Guha (emphasis mine): Treasury yields rose in early Fall as oil moved up, reflecting the idea that Treasuries are a poor hedge against adverse supply shocks. That is true. But we are relearning that Treasuries are a good hedge for the risk of a deflationary AI bust.

Julie Hyman

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Julie Hyman@juleshyman

2026.10.23 11:10

Good point from Evercore ISI's Krishna Guha (emphasis mine): Treasury yields rose in early Fall as oil moved up, reflecting the idea that Treasuries are a poor hedge against adverse supply shocks. That is true. But we are relearning that Treasuries are a good hedge for the risk of a deflationary AI bust.