Real interest rates are surging, and on Trading Trends the team argues the AI boom and the inflation scare are not two stories but one. The read: markets looked at the roughly 750 billion in AI capex, decided it will run the economy hot, and started demanding higher real rates. The market is tightening itself. The tell they keep circling is gold. With real yields climbing gold should be sliding, yet it sits stuck in a tight range, like a beach ball held underwater. They trace the same signal through TIPS, the dollar and a mountain of new debt, and flag what would turn higher yields from a headwind into something actually breaking. 📊 tastylive: tastylive.com 📰 Get Tom's pre-market analysis every morning: tastylive.com/newsletters 📘 FREE Options Strategy Guide: tinyurl.com/bp9ms763 📱 Follow tastylive on X: x.com/tastyliveshow Chapters 00:00 Real rates are rising again 00:15 What a real rate actually is 00:49 The DCF reason it hits stocks 01...