Daleep Singh

Global bond markets indicate the end of an era where governments could borrow cheaply without facing higher inflation or interest rates. Rising bond yields in the U.S., Japan, and the UK reflect increased borrowing costs, supply disruptions, and AI-driven capital demands, forcing policymakers to navigate complex tradeoffs.

Daleep Singh, a veteran of energy geopolitics, warns of potential trouble ahead due to the bond market flashing warnings over Iran. The intersection of energy and markets poses a risk. This risk is related to geopolitical tensions.