AI-driven surge in bond yields could be next risk for markets and growth

Inflation-adjusted borrowing costs have surged to the highest level in more than a decade across major economies. The move is linked to increased bond issuance as AI companies and governments ramp up bond sales, elevating risks for stock markets and the broader world economy.

Analysis

Inflation-adjusted borrowing costs have surged to the highest level in more than a decade across major economies. The move is linked to increased bond issuance as AI companies and governments ramp up bond sales, elevating risks for stock markets and the broader world economy.