Analysts Warn AI-Led Stock Bubble Could Burst by 2027 as Treasury Yields Near 5%

Capital Economics forecasts the S&P 500 will end 2026 at 8,250 before plunging 21% to 6,500 by the end of 2027, citing late-stage bubble indicators. Rockefeller International's Ruchir Sharma warns a 10-year Treasury yield above 5% would signal tighter money and hit AI mega-projects. Even longtime bull Ed Yardeni has trimmed his optimistic scenario.

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