Sunday, July 12, 2026

Bond Markets - Interesting Items

The Quarter-Trillion-Dollar Onslaught of AI Bonds Is Testing Investors’ Limits
https://www.wsj.com/finance/investing/the-quarter-trillion-dollar-onslaught-of-ai-bonds-is-testing-investors-limits-e4cd2bda
Tech giants are borrowing even more than expected, weighing on bond prices.
 
How to Invest When the Global Crises Never Stop
https://www.wsj.com/finance/investing/how-to-invest-when-the-global-crises-never-stop-3c8cc542
In a world of wars, trade wars and crop failures, bond yields need to be higher than they were because they offer so much less protection than they used to. 

Corporate Bonds Have the Best Yields in Years. They Still Aren’t Enough.
https://www.wsj.com/finance/investing/corporate-bonds-have-the-best-yields-in-years-they-still-arent-enough-aa391e8b
Higher long-term yields might not compensate for the higher risks.