CITIC Construction Investment Futures Research Institute Co-Director Tian Yaxiong: If the AI investment bubble bursts, commodities will react in advance, and silver has already started to run ahead

Wallstreetcn
2025.12.20 09:28

On December 20th, at the "Alpha Summit" co-hosted by Wall Street Insights and China Europe International Business School, Tian Yaxiong, co-head of the Futures Research Institute at CITIC Construction Investment Futures, stated that the influence of the Federal Reserve is weakening, and fiscal policy is becoming dominant. However, high investment does not necessarily guarantee an upward leap in total factor productivity. If the AI investment bubble bursts, the credibility of the US dollar will be damaged, and the US dollar index may fall to the 80-70 range. Commodities may react in advance, and silver has already started to run ahead

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