Kokou Agbo-Bloua, global head of economics, cross-asset and quant research at Societe Generale Corporate and Investment Banking, discusses the rising 10-year Treasury yield and its impact on debt-fueled artificial intelligence capex. "If it goes to let's say 5. 5% to 6% and growth doesn't pick u...
Source: [Bloomberg Markets](https://www.bloomberg.com/news/videos/2026-09-15/socgen-says-higher-yields-may-put-ai-debt-capex-at-risk-video)