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Gita Gopinath on Why Interest Rates Have Surged All Around the World

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Gita Gopinath, a Harvard közgazdász professzora és a Nemzetközi Valutaalap (IMF) korábbi vezérigazgató-helyettese szerint a kötvénypiacok törékeny helyzetben vannak. A demográfiai változások, az eladósodás és a mesterséges intelligencia (MI) iránti növekvő tőkeigény együttesen…

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There's been a massive selloff in the bond market and rates are rising all around the world.

Gita Gopinath, Harvard economics professor and the former first deputy managing director of the IMF, has long warned that bond markets are "in a fragile place." She sees a confluence of demographics, high levels of public debt, and the intense capital needs of the AI boom creating inflationary pressure all around the world.

Today we speak with Gopinath about the seeming disconnect between stocks and bonds and why investors may be wrong to assume that governments will have their back the next time there's a major shock.

Read more: US Bonds’ Return to Pre-War Calm Fuels Bets It’ll Be Short-Lived China Sells $885 Million of Green Bonds in Hong Kong Debut Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app.

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