Financial Times to host live Q&A on market risks for U.S. tech and bond investors
Rising concern over AI-related risks and higher U.S. borrowing costs is sharpening investor focus on where the biggest market threats now lie. A live online question-and-answer session on September 24 will examine whether pressure in bond markets could undermine the recent enthusiasm around technology stocks.
Highlights
- Financial Times will host a live Q&A with Katie Martin and Robert Armstrong on September 24, 1pm–2pm BST, focusing on U.S. tech and bond market risks.
- OpenAI delays IPO as Sam Altman cites an 'ill-advised moment' for going public due to concerns about AI's existential risks affecting U.S. tech stock sentiment.
- 10-year Treasury yield rises 0.08 percentage points to 5.04 per cent, the highest since 2007, intensifying debate about bond market stress impacting AI-driven rallies.
Live session on AI and bond market risks
As reported by Financial Times, the discussion brings together markets columnist Katie Martin and U.S. financial commentator Robert Armstrong for a live text-based Q&A on Thursday September 24 from 1pm to 2pm BST.Readers are invited to submit questions in advance or during the session, which forms part of the publication's weekly series focused on market themes.
Investor concerns widen across asset classes
Attention on the event comes as concern over a possible AI-induced doomsday scenario takes some of the momentum out of U.S. tech stocks. OpenAI signals a delay to its IPO, with chief executive Sam Altman saying it would be an "ill-advised moment" to go public amid worries about the technology's potential existential risks.At the same time, U.S. borrowing costs rise to their highest level since 2007, with the 10-year Treasury yield, a global benchmark for debt markets, climbing as much as 0.08 percentage points to 5.04 per cent. That backdrop is adding to debate over whether stress in debt markets could puncture the AI-driven rally.
Our earlier report on sovereign yield-curve shifts across major government bond markets explained how inflation, monetary policy and changing investor demand are reshaping borrowing conditions in the U.S., Japan, the UK and the euro area. It highlighted that the moves are not uniform—U.S. short-term yields have risen fastest, Japan is seeing more long-end pressure, and the UK and euro area face broader curve stresses—underscoring country-specific fiscal and refinancing risks as debt-servicing costs climb.