This special episode of The Weekly Briefing from Capital Economics features an exclusive extract from our client briefing on the global bond sell-off, its causes, consequences and where markets go from here.
In this edited extract, Group Chief Economist Neil Shearing and Chief Markets Economist Jonas Goltermann answer questions from clients around the world, including:
In this edited extract, Group Chief Economist Neil Shearing and Chief Markets Economist Jonas Goltermann answer questions from clients around the world, including:
- What was Scott Bessent’s Treasury market intervention intended to achieve, and why it has so far fallen short?
- What are the economic forces pushing investors to demand more compensation for holding long-dated government bonds?
- Which economies are most exposed to a fiscal crisis?
- Is the AI credit boom affecting demand for government debt?
- How high could bond yields rise from here?
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