"The 'bond vigilantes' are stirring! The AI bond issuance frenzy collides with fiscal deficits, and the 'anchor of global asset pricing' approaches the 5% threshold."

According to the Zhitong Finance APP, Ed Yardeni, founder and senior macroeconomist of Yardeni Research, who is known as the "Oracle of Wall Street," recently stated that there is currently no reason to panic about the U.S. bond market, despite increasing signs of unease among investors as government debt continues to rise. The veteran Wall Street analyst indicated that the market is increasingly worried about the surge in credit borrowing related to the super-large cloud computing giants and AI computing power construction, while also questioning whether the Federal Reserve will remain sufficiently vigilant against inflation if oil prices rise significantly again.