Liz Peek joins The Big Money Show to break down why 30-year Treasury yields have surged to their highest level since 2007. She explains how Iran’s stalemate in the Strait of Hormuz is pushing oil prices up 25-30% year over year, feeding inflation fears across the economy. At the same time, AI hyperscalers like Alphabet are issuing massive corporate debt — including the first century bond in decades — competing directly with U.S. Treasuries for investor dollars.
Peek argues that while the headlines look alarming, the explosion of AI investment represents something genuinely positive for the economy, pointing to Anthropic’s revenue growth from $9 billion to $65 billion in just seven months. The panel discusses how investors are struggling with a lack of clarity on Iran, oil supply through the Strait of Hormuz, and whether the administration will follow through on its commitments.
Key topics: 30-year Treasury yields at 2007 highs, Iran oil uncertainty, AI corporate borrowing vs. government debt, Alphabet century bond, Anthropic revenue growth, oil price impact on inflation, refining capacity constraints, Trump approval on gas prices.
Source: foxbusiness.com
