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Guests discuss AI safety concerns, rising Treasury yields, Fed policy, euro equity outlook after ECB hikes, and credit risk as the 10-year hits levels not seen since 2007.
Editorial companion
On Bloomberg Surveillance guests turned a routine market morning into a two-headed risk story: artificial intelligence (AI) safety and rising Treasury yields, with the 10-year at levels not seen since 2007. That matters for Fidelity National Information Services (FIS) because it lives at the intersection of fintech, bank budgets and payment volumes, areas sensitive to both tech adoption cycles and macro stress. FIS's revenue is down 23.7% year over year while net income slipped 2.8%, so headlines about AI caution and tighter credit are not academic, they map directly onto the company's recovery runway.
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