Gita Gopinath on Why Interest Rates Have Surged All Around the World

2026-05-29 · 52 min · 13 entities

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Gita Gopinath on Why Interest Rates Have Surged All Around the World
→ discusses Business concept

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mentioned Business concept

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Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

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evidence rules-v4
Feed category: News Commentary
mentioned Business News concept

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evidence rules-v4
Feed category: Business News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses News concept

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evidence rules-v4
Feed category: News
discusses Investing concept

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evidence rules-v4
Feed category: Investing
discusses News Commentary concept

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evidence rules-v4
Feed category: News Commentary
discusses Business News concept

0.40

evidence rules-v4
Feed category: Business News

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mentioned Bloomberg company

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Feed author/publisher: Bloomberg
hosted by Bloomberg company

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Feed author/publisher: Bloomberg

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Gita Gopinath on Why Interest Rates Have Surged All Around the World

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appeared on Odd Lots podcast

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evidence rules-v4
Gita Gopinath on Why Interest Rates Have Surged All Around the World

Episode description as stored

There's been a massive selloff in the bond market and rates are rising all around the world. Japan, Korea, the UK... You name it. Gita Gopinath, Harvard economics professor and the former first deputy managing director of the IMF, has long warned that bond markets are "in a fragile place." She sees a confluence of demographics, high levels of public debt, and the intense capital needs of the AI boom creating inflationary pressure all around the world. Today we speak with Gopinath about the seeming disconnect between stocks and bonds and why investors may be wrong to assume that governments will have their back the next time there's a major shock. Read more: US Bonds’ Return to Pre-War Calm Fuels Bets It’ll Be Short-Lived China Sells $885 Million of Green Bonds in Hong Kong Debut Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.