Global bonds battered as flaring inflation spooks investors - Yahoo Finance

Global bond markets were hit hard as rising inflation rekindled fears that central banks will keep rates higher for longer, with Japanese yield moves and repatriation risks adding stress. A recent analysis adds that yields are also being pushed up by heavy government borrowing and large capital needs like AI investment colliding with supply disruptions, suggesting fiscal support is being priced by markets. Strategists warn that even if specific geopolitical shocks fade, higher real yields and shifts in demand for safe assets could keep volatility and policy trade-offs elevated.