BlackRock favors US equities amid AI financing and government borrowing tension

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BlackRock maintains a pro-risk stance favoring US equities while remaining selective with bonds, according to Vivek Paul, Global Head of Portfolio Research at BlackRock. The asset manager prefers short-term government debt over long-duration Treasuries, a strategy reflecting the growing competition for capital between AI financing needs and substantial government borrowing. Market analysis indicates that this environment, marked by increased demand for high-risk assets, would support Bitcoin valuations. Current odds show only a 0.1% probability that Bitcoin will be below $66,000 on September 23, 2026.

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Telemac
Telemachttp://cryptoinfo.ch
Passionné de nouvelles technologies, j’explore l’univers de la blockchain et des cryptomonnaies pour partager l’actualité et les innovations du secteur.

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