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Rebecca Patterson Warns On Fragile Bond Markets

Global markets are rallying on softer payrolls, but Council on Foreign Relations Senior Fellow Rebecca Patterson warns that the real story is rising bond yields, ballooning deficits, and nervous investors. She explains why France leads her "fragile four," how hedge funds and AI-related debt are reshaping bond volatility and what this new era of higher rates means for portfolios and safe-haven assets. Correct: Updated guest position (Source: Bloomberg)

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BloombergLean L·1h ago
Rebecca Patterson Warns On Fragile Bond Markets
Global markets are rallying on softer payrolls, but Council on Foreign Relations Senior Fellow Rebecca Patterson warns that the real story is rising bond yields, ballooning deficits, and nervous investors. She explains why France leads her "fragile four," how hedge funds and AI-related debt are reshaping bond volatility and what this new era of higher rates means for portfolios and safe-haven assets. Correct: Updated guest position (Source: Bloomberg)
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Rebecca Patterson Warns On Fragile Bond Markets

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