Bond managers are doubling down on bets that central banks’ monetary policy will diverge, even as the inflation fear unleashed by the war in Iran boosts the case for higher interest rates.
Bond managers are doubling down on bets that central banks’ monetary policy will diverge, even as the inflation fear unleashed by the war in Iran boosts the case for higher interest rates.
Crude oil futures charts on the floor at the New York Stock Exchange (NYSE) in New York, US, on Monday, March 9, 2026. The war in the Middle East sparked fresh turmoil in global markets as oil smashed through $100 a barrel, spurring losses in stocks and bonds. Photographer: Michael Nagle/Bloomberg