30-year yields hit multi-decade highs from Tokyo to London on an oil shock. Brussels cuts growth, Jakarta hikes, and AI's power bill keeps rising. One chart, one take.
In this episode
- The world repriced the long bond — and the records landed simultaneously.
- Europe names the shock: growth cut to 0.9%, inflation lifted to 3%.
- The emerging-market defense begins: Bank Indonesia hikes 50bp to shield the rupiah.
- Under the cyclical oil shock sits a structural one: AI's power demand.
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Produced with the UAO Content Engine. AI-assisted; editorially reviewed before release. Not investment advice.