Global bond yields have risen sharply this year thanks to a variety of forces, including war-fuelled inflation, AI-driven growth, loose fiscal policy and geopolitical risk. Recent interventions have struggled to contain market pressure, sharpening questions about where we may be headed. Is a new financial crisis possible?
This event discusses:
- What are rising yields signalling about inflation, global growth and government debt burdens?
- Why have recent interventions struggled to contain pressure in bond markets?
- How is conflict in the Middle East affecting inflation expectations and borrowing costs?
- What does AI-driven economic activity mean for interest rates and asset prices?
- How are loose fiscal policies changing sovereign debt risks?
- Could weaker demand for AI compute trigger a wider market correction?
