GoKawiilIMF flags risk of disorderly spike in government bond yields
The IMF's Global Financial Stability Report, released Tuesday in Bangkok, warned that sovereign bond yields could rise sharply and disorderly as inflation, high debt loads and rollover risks strain government bond markets. It noted global public debt is nearing its highest level since World War II and approaching 100% of GDP, while AI firms' borrowing now makes up about 10% of global investment-grade bond issuance, up from under 1% since 2024.