The Beijing Letdown: How Trump's Empty Hands and Britain's Chaos Broke the Bond Market

About this episode

Alex and Selim discuss the pressures on global bond markets due to political events in the US and UK, along with a historic bond yield in Japan.

Alex and Selim talk about a week where global bond markets came under severe pressure. The Trump-Xi summit in Beijing disappointed. UK political turmoil deepened the damage. Japan added a historic footnote: its 30-year government bond yield hit 4% for the first time ever.

People in this episode

Host: Selim

Guest: Alex

Topics covered

• bond markets
• Trump-Xi summit
• UK political turmoil
• Japan bond yield
• global finance

Keywords

• bond market
• Trump
• Xi
• UK politics
• Japan bond yield
• financial pressure
• global economy

Mentioned in this episode

Organizations: Trump, Xi

Places: Beijing, UK, Japan

More episodes of Economic Insights

• Nine Days of Glory, One Day of Reckoning · June 7, 2026 · 16 min
• Peace, With Exceptions · May 10, 2026 · 13 min
• On Hold And On Guard - Central Banks Watch Out For Inflation · May 3, 2026 · 19 min
• Wait and See: The Three Words Driving Central Banks · April 26, 2026 · 18 min
• Strait Talk: Oil, Peace Talks, and Europe's Political Earthquake · April 19, 2026 · 20 min
• Mad Man, In Theory and Practice. Trump Blinks, Markets Breathe · April 11, 2026 · 18 min