Wednesday, March 4, 2026

Bonds and Geopolitics


Investors Sell Global Bonds as Middle East Crisis Stokes Inflation Worries
https://www.wsj.com/finance/investors-sell-global-bonds-as-middle-east-crisis-stokes-inflation-worries-15a12d9d
The market is focused on the inflationary impact of higher energy prices rather than the safe-haven nature of bonds.
 
Asian Government Bonds Fall as Middle East Conflict Stokes Inflation Fears
https://www.wsj.com/finance/investing/asian-government-bonds-fall-as-middle-east-conflict-stokes-inflation-fears-982d9944
Rising energy prices are outweighing safe-haven demand for bonds, analysts say.