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Japanese bond yields surge, Bitcoin volatility, AI’s economic impact, Europe’s energy woes...
Mardi 2 décembre 2025 à 05:50
Global Market Shifts and Investor Sentiment
Japanese Bond Yields Hit Record Highs Amid Rate Hike Expectations
The yield on Japan’s 30-year government bond reached an all-time high, propelled by persistent inflation and mounting expectations that the Bank of Japan will increase interest rates later this month. This development has triggered a global bond sell-off, with the Financial Times noting that yields on Japanese 10-year bonds have also reached their highest levels since 2008, rattling U.S. investors and contributing to a 0.5% dip in the S&P 500. The Wall Street Journal highlights that this surge in Japanese yields has reverberated through global debt markets, underscoring Japan’s outsized influence on international capital flows.
Wall Street Journal (Markets)
Wall Street Journal (Markets)
Financial Times
Bitcoin Plunges, Renewing ‘Crypto Winter’ Fears
Bitcoin experienced its sharpest daily drop since March, falling more than 30% from recent highs and rekindling concerns about another prolonged ‘crypto winter’. The Wall Street Journal reports that volatility has returned after a period of relative stability, with trading firm Zerocap warning of renewed fragility in the crypto market. Meanwhile, bitcoin-holding company Strategy cut its annual outlook and established a $1.44 billion reserve in response to the selloff, sharply revising guidance from an expected $24 billion profit to a potential loss of $5.5 billion.
Wall Street Journal (Markets)
Wall Street Journal (Markets)
Wall Street Journal (Markets)
Gold and Oil Respond to Macro Uncertainty
Gold prices edged lower in early Asian trading as markets remain sensitive to any signals from the Federal Reserve regarding potential interest rate cuts, according to Sucden Financial as cited by the Wall Street Journal. Meanwhile, oil prices ticked up amid fresh supply chain disruptions, further complicating the outlook for commodities as investors digest shifting central bank policies and ongoing geopolitical risks.
Wall Street Journal (Markets)
Wall Street Journal (Markets)
HSBC’s Search for a New Finance Chief Highlights Global Banking Challenges
The Wall Street Journal explains that HSBC continues to struggle in filling one of the most demanding roles in global finance: its chief financial officer. As a crucial financial bridge between the East and West, the bank faces unique challenges in navigating regulatory complexities and balancing divergent economic cycles, amplifying the difficulty of attracting top talent for this pivotal position.
Wall Street Journal (Markets)
Economic Transitions and Policy Debates
Europe’s Green Energy Drive: Climate Wins, Economic Strains
Europe’s aggressive shift from fossil fuels to green energy has delivered significant emissions cuts but has also resulted in sharply higher electricity costs, according to the World Street Journal. This has left many European industries grappling with competitive disadvantages, fueling debate over how to balance climate goals with economic resilience.
World Street Journal (International)
Ukraine Launches Restructuring of Growth-Linked Bonds
Kyiv has initiated an offer to restructure $2.6 billion in controversial growth-linked bonds, a move deemed crucial for financing its ongoing war effort. The Financial Times reports that the outcome of this restructuring will be closely watched by international investors, as it could set a precedent for future wartime sovereign debt management.
Financial Times
Private Credit Stress Test Signals Regulatory Scrutiny
Major U.S. private capital groups including Blackstone, Apollo, and KKR have agreed to participate in the Bank of England’s stress test of the UK’s burgeoning private credit market. The Financial Times notes that the review reflects mounting concerns over potential systemic risks as private credit expands and becomes more intertwined with traditional financial systems.
Financial Times
International Trade, Industry, and Resources
Chinese Firms Circumvent Rare-Earth Export Restrictions
In response to Beijing’s export controls, Chinese rare-earth dealers are reportedly altering magnet formulas and embedding them in motors to maintain sales to Western buyers, according to the World Street Journal. These innovative workarounds highlight the complex interplay between industrial policy, global supply chains, and geopolitical tensions in the critical materials sector.
World Street Journal (International)
Technology, AI, and Labor Market Dynamics
AI’s Productivity Paradox: Cautious Optimism Amid Mixed Economic Signals
The MIT Technology Review and Financial Times jointly explore the uneven impact of generative AI on business productivity. While some sectors, such as software development, are seeing transformative gains, a widely cited MIT study finds that 95% of generative AI projects have yet to yield measurable business value. Experts argue that the lag in productivity mirrors previous tech revolutions, with the payoff potentially years away. However, skepticism remains, with MIT’s Daron Acemoglu warning that productivity gains could be modest and slow unless AI is deployed to augment, rather than simply replace, human workers.
MIT Technology Review
MIT Study: AI Automation Threatens Broader Job Categories
A recent MIT study, highlighted by Zdnet, suggests that current AI systems are capable of replacing nearly 12% of the U.S. workforce, representing over $1.2 trillion in annual labor value. Contrary to prevailing assumptions, the study finds that AI-driven automation will not only affect tech industry roles but will also reach deep into a wide array of professions across the country, intensifying concerns about labor market disruption.
Zdnet
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