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The bond reckoning is about to meet the AI mirage
Something shifted in global markets last week, and not for the better. In both bonds and equities, the mood has darkened.…
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German 10-year bond yield stays at 15-year high amid global bond rout - The Economic Times
https://economictimes.indiatimes.com/markets/bonds/german-10-year-bond-yield-stays-at-15-year-high-amid-global-bond-rout/articleshow/131172630.cmsGlobal bond rout deepens as Iran war drags on and underscores inflation fears - The Economic Times
https://economictimes.indiatimes.com/markets/bonds/global-bond-rout-deepens-as-iran-war-drags-on-and-underscores-inflation-fears/articleshow/131174756.cms
Bonds markets fear for global economy amid Iran energy shock, while stock bulls say AI is all that matters. Financial markets are increasingly stretched
https://www.afr.com/chanticleer/the-fight-between-bonds-and-stocks-could-hit-your-super-and-portfolio-20260520-p5zz1j
The global bond rout is accelerating. Here’s what to know. | Stock Market News
https://www.livemint.com/market/the-global-bond-rout-is-accelerating-here-s-what-to-know-11779238529505.htmlMarkets enter rotation phase as yields stay elevated and AI trade cools: Matt Orton - The Economic Times
https://economictimes.indiatimes.com/markets/us-stocks/news/markets-enter-rotation-phase-as-yields-stay-elevated-and-ai-trade-cools-matt-orton/articleshow/131192862.cms