About this episode
A global bond selloff is gathering pace as war-driven oil prices add to inflation worries. New Zealand kicks off what could be a month of global rate hikes. And strong earnings from Dell and Palo Alto Networks suggest the AI boom is still powering ahead.
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Today's recommended read: The 'real' deal - world bonds grind towards higher neutral rates by Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest.
Produced by Eliza Davis Beard and Abisoye Osundairo.
Sound engineering and music by Sebastian and Josh Sommer.
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