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    Artwork for Odd Lots
    Episode

    Gita Gopinath on Why Interest Rates Have Surged All Around the World

    Odd Lots · May 29, 2026 · 52 min
    Episode page

    There's been a massive selloff in the bond market and rates are rising all around the world. Japan, Korea, the UK... You name it. Gita Gopinath, Harvard economics professor and the former first deputy managing director of the IMF, has long warned that bond markets are "in a fragile place." She sees a confluence of demographics, high levels of public debt, and the intense capital needs of the AI…

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