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Wall Street Warns Bond Rout May Worsen

Wall Street Journal Markets •
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Investors are bracing for a new era in bonds—and some see echoes of 2007. A global bond selloff is raising borrowing costs for governments, businesses and families, with little relief in sight. The continuing U.S.-Iran war and inflation are part of the story.

So is artificial intelligence: The industry’s enormous appetite for debt puts it in competition with traditional nation-state borrowers. Speaking of AI: Big Tech is confronting a growing backlash that threatens the foundations of the AI boom. Our reporters take you inside the frantic race to quell it.

Plus, Big Food fights to win over not-so-hungry GLP-1 users, and LinkedIn accidentally becomes a dating site.

The turmoil reflects broader pressures on credit markets as geopolitical risks, price pressures, and tech financing needs collide.