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.