And a lot of these AI data centers will have hard times getting community acceptance to be built in their, in their communities. Fixed income. As the Fed cuts rate through the year, bondholders remain concerned about inflation. Longer duration yields will not have a corresponding drop just like this past year. However, once the markets become fearful about a recession, the ten year will drop below three and a quarter. (01:03–01:07)
CLAIM
Asserts bondholders' concern about inflation amid Fed rate cuts.
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