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Goldman Sachs

Goldman Sachs

Investing and finance 322,000 subscribers

Why AI Spending is Driving Rates Higher

04.09.2026
Published: 04.09.2026 Category: Investing and finance

Episode details

Episode description

Are global bond markets pricing in a structural shift to higher interest rates? In this month's highlight from The Macro Call, host Mark Wilson, Head of Equities Franchise Sales in Global Banking & Markets, is joined by Jan Scheffel, Global Co-Head of Short Term Macro Trading, and George Cole, Head of European Rates Strategy, to discuss what multi-decade yield highs, hawkish central bank messaging, commodity inflation risks, massive AI infrastructure borrowing, and European elections could mean for global interest rates and fixed income markets. Recorded on Sept 2, 2026.

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