🚨 MARKET MASIH SIBUK TERIAK INFLASI. TAPI BOND MARKET DIAM-DIAM MULAI MENCIUM SESUATU YANG JAUH LEBIH GILA. 💀
Yield curve terus flatten meski harga minyak naik brutal.
Kalau ini siklus ekonomi lama, kurva harusnya steepening karena energy shock + uang murah dari The Fed.
TAPI ITU TIDAK TERJADI.
Kenapa?
Karena market mulai sadar ancaman terbesar bukan lagi inflasi…
MELAINKAN GELOMBANG DEFLASI DARI AI. 🤖
Biaya training AI runtuh.
Biaya inference hancur lebih cepat lagi.
Produktivitas naik diam-diam.
Tenaga kerja makin efisien.
Unit labor cost tetap jinak.
Dan mayoritas manusia masih sibuk debat tarif, defisit, dan fear mongering inflasi seperti badut ekonomi. 🤡
Mereka tidak sadar teknologi sedang membunuh struktur biaya dunia secara perlahan.
Inovasi selalu datang seperti monster dalam gelap:
pelan…
diremehkan…
lalu tiba-tiba menghancurkan seluruh sistem lama sekaligus.
Kalau inflasi benar-benar jatuh dalam 6–9 bulan ke depan, market bakal dipaksa repricing brutal.
Interest rate bisa turun lebih cepat dari ekspektasi.
Long-duration equities bisa meledak liar.
AI bukan cuma hype saham…
AI bisa menjadi mesin deflasi terbesar dalam sejarah modern.
Dan seperti biasa…
mayoritas orang baru sadar setelah uang besar sudah pindah posisi.
Wall Street tidak takut perang.
Wall Street takut kehilangan revolusi teknologi berikutnya.
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