Post Says an AI Sell-Off Could Lower U.S. Yields Initially but Fuel Inflation and Push Rates Higher Over the...

According to the post, the only thing that can lower U.S. yields is an AI sell-off, at least initially.
The post says the problem is that AI is a major GDP driver, and without it, the U.S. would plunge into a recession. A recession would mean lower tax receipts while the government spends more, causing the deficit to blow out and forcing the Fed to print money into an inflation spike.
In other words, the post argues, an AI sell-off would lower rates in the immediate short term but fuel inflation and push rates higher over the medium to long term.
It adds that "we don't own enough hard assets for what's coming."