Bond Markets on Edge

About this episode

The episode discusses the recent rise in bond yields driven by geopolitical turmoil and its implications for global markets.

Rising bond yields have moved centre stage as turmoil in the Middle East pushes up energy prices and rattles global markets. In this episode, Gaurav, Andrew, Kamil, Denise and Stefan dig into what’s driving the recent jump in government bond yields, and how much reflects inflation fears versus fiscal and political concerns. From U.K. budget worries to Asia’s vulnerability to external shocks, the team assesses who is most exposed, whether markets are overreacting, how central banks are likely to respond, and why this episode still looks less dangerous than past inflation scares.

People in this episode

Guests: Gaurav, Andrew, Kamil, Denise, Stefan

Topics covered

• bond markets
• energy prices
• global markets
• inflation fears
• fiscal concerns
• political concerns
• central banks

Keywords

• bond yields
• Middle East turmoil
• energy prices
• government bonds
• inflation
• fiscal concerns
• political concerns
• central banks
• market reactions
• Asia vulnerability

Mentioned in this episode

Places: U.K., Middle East, Asia

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