{"id":1040504,"date":"2026-10-03T08:27:48","date_gmt":"2026-10-03T02:57:48","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1040504"},"modified":"2026-10-03T08:33:06","modified_gmt":"2026-10-03T03:03:06","slug":"ai-earnings-shield-us-stocks-but-bond-risks-rise-jefferies-wood","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/10\/03\/ai-earnings-shield-us-stocks-but-bond-risks-rise-jefferies-wood\/","title":{"rendered":"AI earnings shield US stocks, but bond risks rise: Jefferies&#8217; Wood"},"content":{"rendered":"<p>Mumbai: US equities have largely shrugged off rising bond yields and geopolitical tensions so far this year, helped by strong earnings growth fuelled by the AI capital expenditure cycle, said Jefferies global equity strategist Chris Wood. Still, the bond market is now reaching levels where the risks to equities are growing, most particularly with the US Federal Reserve turning more hawkish, he said in his newsletter Greed &amp; Fear. <\/p>\n<p>The yield on the US ten-year and 30-year government bonds hit 5.34% and 5.69% respectively to their highest levels since April 2002 and May 2002, partly contributing to last week&#8217;s slide in Indian equities, which posted their eighth straight week of losses till Friday.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Mumbai: US equities have largely shrugged off rising bond yields and geopolitical tensions so far this year, helped by strong earnings growth fuelled by the AI capital expenditure cycle, said Jefferies global equity strategist Chris Wood. Still, the bond market is now reaching levels where the risks to equities are growing, most particularly with the US Federal Reserve turning more hawkish, he said in his newsletter Greed &amp; Fear. The yield on the US ten-year and 30-year government bonds hit 5.34% and 5.69% respectively to their highest levels since April 2002 and May 2002, partly contributing to last week&#8217;s slide [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59,4,10],"tags":[],"class_list":["post-1040504","post","type-post","status-publish","format-standard","hentry","category-it-2-the-economic-times","category-newspapers","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1040504","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1040504"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1040504\/revisions"}],"predecessor-version":[{"id":1040525,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1040504\/revisions\/1040525"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1040504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1040504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1040504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}