prediction
As security, supply chain reorganization and AI infrastructure investment continue, long-duration supply will increase and the downside for interest rates will likely be limited.
A prediction by 장기금리 및 재정 부담 확대. Statements are as reported by the cited publishers — not verified by DecisionGateway.
안보, 공급망 재편, AI 인프라 투자가 지속되면서 장기 듀레이션 공급이 늘어나고 금리 하방이 제한될 가능성
Related claims
Tariffs, supply chain reorganization, security investment and continued AI infrastructure investment may limit the downside for inflation and long-term interest rates, and defense, infrastructure and AI infrastructure financing together increase long-duration supply of government bonds, corporate bonds and project finance.하나 자산배분/해외크레딧 이영주 · predictionBig tech's AI infrastructure investment continues to expand, and combined with high rates and a monetization lag, cash flow and funding burdens are increasing.하나 Global ETF · predictionThe market worries that political constraints on AI infrastructure investment will grow depending on the outcome of the U.S. midterm elections, but related policy is expected to move toward requiring corporate cost-sharing and securing resident acceptance.하나 자산배분/해외크레딧 이영주 · predictionGlobal risk appetite, interest rates and the dollar set the direction for the KOSPI market, while AI and data centers see expanded volatility.대신증권 이경민 · predictionAlthough new data center permitting delays may slow the pace of investment, the total amount of AI investment will be maintained.FICC리서치부 전략/시황: 이경민 · predictionAfter a concentrated selloff, an attractive buying point has emerged in the upstream AI supply chain.摩根大通全球市场策略主管Dubravko · prediction