Deutsche Bank: AI bubble burst could become the biggest systemic risk to markets next year; US Treasuries may see a surge of safe-haven inflows.

date
10/10/2026
Zhito Finance APP has learned that George Saravelos, Global Head of FX Research at Deutsche Bank, stated that since the beginning of this year, global investors' pessimism toward the bond market has spread excessively, and the market may be underestimating the possibility of a large-scale influx of funds into the bond market triggered by a major risk emerging in the artificial intelligence (AI) industry. He believes that the biggest systemic risk facing financial markets next year may not be the European debt problem, but rather an unexpected shock in the AI ecosystem.