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📊 Finance update: bonds are back at the center of the market story. Global markets are digesting a sharp rise in borrowing costs, with the U.S. 30-year Treasury yield recently hitting its highest level since 2002 and the 10-year yield climbing above 5%. Inflation concerns, elevated energy prices and expectations that the Federal Reserve may keep rates higher—or raise them again—are driving the repricing. What’s striking is the divergence: bond markets have been under heavy pressure, yet equities have remained comparatively resilient. At the same time, higher rates are supporting the dollar and reshaping expectations across currencies, commodities and credit markets. Another trend worth watching: the AI investment boom is spreading far beyond stocks. Major technology companies are tapping debt markets at enormous scale to finance AI infrastructure, making AI spending an increasingly important factor in global credit markets too. The big question for investors now: **Can economic growth stay strong enough to support risk assets while interest rates remain this high?** #Finance #Markets #Investing #Bonds #InterestRates #FederalReserve #AI #Economy