On Tuesday, the U.S. 10-year government bond yield rose by as much as 4 basis points to 5.02%, touching this level for the first time since 2007, triggering a global bond market sell-off. Japan's 30-year government bond yield increased by 5.5 basis points to 4.12%, and Australia's 10-year government bond yield climbed 9 basis points to 5.42%.
The bond market turmoil quickly spread, with Asian equities collectively falling 0.6%. South Korea's KOSPI index dropped over 1.5% intraday, and Japan's Topix index fell 0.7%. Brent crude oil rose 1.6% to approximately $107.30 per barrel due to escalating Middle East supply risks. The cryptocurrency market was also affected, with Bitcoin falling 1.9% to $77,584.98 and Ethereum dropping 3.1% to $2,491.97.
Analysts point out that the global bond market is facing a triple pressure from surging oil prices, expanding government debt, and the AI funding boom. The market is closely watching the Federal Reserve's interest rate decision on Wednesday, with traders pricing in a more than 90% probability of a rate hike. Federal Reserve Chairman Warsh is expected to deliver hawkish signals at the press conference to reinforce the commitment to maintaining price stability.
Global bond markets face a "perfect storm": 10-year US Treasury yields break 5% to hit a new high since 2007, Japanese and South Korean stock markets fall collectively, and Brent crude rises nearly 2% again.
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Source:华尔街见闻 · Source Link
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