World Shares Are Mixed and Oil Prices Fall, Markets in Asia Skid in Sell-Off of AI-Related Shares
- Investor Michael Burry warned of a market collision driven by rising oil prices, a technology debt binge, and mounting pressure in long-duration Treasuries.
- Burry cited technology's "Debt explosion", rising inflation volatility, and oil returning near $100, while Moody Ratings chief credit officer Atsi Sheth noted markets have entered a new macro regime.
- The 30-year Treasury yield has traded above 5% for 27 days in 2026, a stretch not seen since 2007, and Burry suggests bond market movements could determine how long the current rally lasts.
- Rising interest rates and inflation threaten private equity and private credit sectors that flourished during low-cost borrowing, with Burry concluding, "Not sure how much longer PE and PC can hold their breath."
- Expectations for Fed monetary policy have shifted toward hikes this year, while the Bloomberg Global Treasury Index remains about 20% below 2021 peaks and Japan's 10-year yields are climbing.
39 Articles
39 Articles
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The price of Brent oil jumped 7% yesterday and crossed the $100 per barrel mark.
Ottumwa Courier
Shares skid in Asia in sell-off of AI-related shares as Brent oil trades near $100 per barrel
Shares have skidded in Asia after Brent oil shot to its highest price since May as heavier fighting in the Middle East again threatened to slow the global flow of crude. The dollar was trading near 164 Japanese yen. On…
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