Japan 40-Year JGB Hits Record 4.04%: Why It Matters Globally
Japan’s 40-year government bond yield hit an all-time high of 4.04% on May 19. Inside the JGB rout — the data, drivers, and global ripple effects.
sovereign debt
IMF Slashes 2026 Growth Outlook: What Capital Markets Must Now Price In
The IMF’s April 2026 World Economic Outlook delivers a stark growth downgrade. Here’s how bond, equity, and sovereign debt markets are responding.
IMF Warns U.S. Debt Is Eroding the Treasury Safe-Haven Premium
The IMF says runaway U.S. debt is eliminating the traditional safety premium on Treasury bonds — and the implications stretch far beyond fixed income.