Bonds

War stress pushes Indonesia, Thailand to lean on short-term debt

Rupiah has hit record lows and become Asia’s worst-performing currency this quarter

SoftBank’s swift return to the retail bond market comes amid its growing funding needs for artificial intelligence-related investments.

SoftBank taps retail investors with US$1.6 billion yen bond deal

The company faces massive funding needs tied to AI infrastructure spending and other investments

How should the average retail investor think about reintroducing fixed income into a typically equity-heavy personal portfolio?

Yield without fear: Navigating credit markets in a high-rate era

With $12 trillion in money markets, fixed income is vital. Discover bond selection, market opportunities, high-yield bond risks, and strategies for resilient portfolios amid unpredictable interest rat...

Among the factors weighing on longer-term borrowing costs is the mounting chance central banks such as the US Federal Reserve will raise interest rates. 

Yields to stay high even if Iran war ends: bond strategists

Investors are not just worried about price pressures from the conflict

The BOJ has been tapering its huge bond purchases since 2024 and currently buys roughly 2.1 trillion yen worth of Japanese government bonds per month.

BOJ faces calls to pause bond taper as energy shock jolts yields

SOME Bank of Japan drew some requests to pause its bond taper plan, its survey of investors showed, as recent sharp bond market swings overshadow a review of a quantitative tightening (QT) plan due ne...

The rupiah, rupee and the peso have been among the worst-performing emerging-market currencies, falling between 4.5% and 6.5% since the war began.

Iran war spurs extreme bear scenarios for Asia currencies, bonds

The region is reeling from a more than 40% surge in crude prices since the war broke out in late February

Humanoid robotics may lift economy-wide productivity more than other AI forecasts suggest – but it will also affect more jobs.
THE BOTTOM LINE

Bond yields may be finally baking in an AI world

Investment firms are reassessing the long-term macroeconomic impact of artificial intelligence

Bank Indonesia has already been buying up long-term bonds while selling short-term paper to lure more inflows to underpin the currency.

Global bond sell-off threatens turmoil in weakest Asian economies

The jump in US yields has intensified pressure across emerging Asia

Persistently higher yields threaten to slow the US economy, which has so far proved resilient, and lift borrowing costs for US home buyers and corporations.

US 30-year yield hits highest since 2007 as sell-off deepens

Yields on government bonds have surged globally in recent weeks

The slide in the yen is adding to inflation risks and weighing on bonds as pressure mounts for the Bank of Japan to raise rates.

Japan leads global bond markets lower as inflation fears rise

The nation’s 30-year rate has surged 20 basis points, the highest since the tenor’s debut in 1999