Global Affairs Digest

Global bond selloff and AI debt risk: 'black swan' warning

Global bond selloff and AI debt risk: 'black swan' warning

Surge in bond yields raises new 'black swan' risk from debt-financed AI boom. AI corporate debt issuance driving yields higher, tightening financial conditions. Already tracking Treasury yields surge from US fiscal deficit and geopolitical oil risks. This adds a new layer of financial stability concern. Fed holds rates, gold at $4,500.

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Updated Aug 25, 2026
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