Global markets defy bond turmoil as stocks stay near record highs

Economic Times - Oct 1, 2026

Global stocks remain near record highs despite rising government bond yields, geopolitical tensions, higher oil prices and concerns over AI valuations. Equities have been supported by strong earnings expectations, even as bond markets face significant stress. Investors are watching yields, currency movements, geopolitical risks and the sustainability of the AI-led rally.

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