Perpetual says AI investment boom drives up commodity prices
- Perpetual's September 2026 quarterly market update highlighted AI-driven investment as a source of upward pressure on prices and interest rates.
- Data center investment totaling hundreds of billions of dollars is driving up commodity prices, alongside prices for computing components.
- Higher capital demand has helped push many benchmark yields to levels not seen in more than a decade.
- Rising oil prices are complicating central banks' efforts to contain persistently high inflation without tipping economies into downturns.
- Geopolitical tensions, including the Iran war, pose risks beneath an apparently calm market environment.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Perpetual Limited published the original content used to generate this news brief on October 29, 2026, and is solely responsible for the information contained therein.