Global Bond Rout Deepens as Inflation Fears Hit Stocks | The Asia Trade 5/18/2026

Watch on YouTube ↗  |  May 18, 2026 at 05:47  |  1:35:07  |  Bloomberg Markets
Speakers
Kristina Hooper — Chief Global Market Strategist, Invesco
Ruth Carson — Correspondent, Singapore
Mark Cranfield — Cross Asset Strategist, Bloomberg

Summary

Global bond yields surged as inflation fears from the Iran war and oil prices dominated markets. The U.S.-China summit produced limited concrete deliverables but established new dialogue mechanisms. Kristina Hooper advocated for adding China AI exposure due to attractive valuations, while Bloomberg correspondents warned against buying bonds amid rising yields. Asian markets opened lower with semiconductor stocks under pressure.

  • Global bond rout deepened with JGB yields hitting multi-decade highs.
  • Oil prices rose as the Iran war kept the Strait of Hormuz closed.
  • U.S.-China summit resulted in pledges for agricultural purchases and new trade/investment boards.
  • Kristina Hooper of Man Group recommended increasing China AI exposure.
  • Ruth Carson advised avoiding long-term bonds until yields rise further.
  • Asian equities opened lower, led by semiconductor-heavy indices.
  • Samsung faced potential labor strike but government intervention may avert it.
  • Japanese banks forecast another record year despite Middle East risks.
Trade Ideas
Ruth Carson Correspondent, Singapore 34:49
Avoid long-term bonds, yields will rise.
Bond yields are likely to continue rising due to inflation fears driven by the Iran war and high oil prices, so investors should avoid buying long-term bonds now and wait for yields to go higher.
TLT MED
Kristina Hooper Chief Global Market Strategist, Invesco 52:55
Add China AI exposure for attractive valuations.
China's AI sector is attractively valued compared to the U.S., with a more measured approach that has achieved more per dollar spent, making it the next leg of the AI theme. Investors should add exposure to China AI.
China AI MED
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This Bloomberg Markets video, published May 18, 2026, features Ruth Carson, Kristina Hooper discussing TLT, China AI. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ruth Carson, Kristina Hooper  · Tickers: TLT, China AI