Stay long risk assets for now, advises Hartnett, but short hyperscaler bonds and go long zero-coupon bonds as a hedge against recession.
Source: https://www.marketwatch.com/story/these-bonds-are-the-next-bearish-bet-to-make-on-the-ai-space-says-bank-of-america-6bfa7a3b?mod=mw_rss_topstories
About the Author
