'Bondpocalypse' Tests Growth, $6 Trillion AI Question, Europe Gas Storage Pain | Bloomberg...
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Your morning briefing. All the news you need to start your day. On today's podcast: (1) The selloff in the US bond market deepened on Monday after President Donald Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz, threatening to prolong the war’s energy shock. John Authers: What’s Going to Break in the Bondpocalypse? A negative surprise in upcoming US data might be the only thing to arrest bonds’ slide. (https://www.bloomberg.com/opinion/newsletters/2026-09-29/what-s-going-to-break-in-the-bondpocalypse?srnd=phx-opinion) (2) The UK government is privately lobbying the Trump administration for an exemption from any potential US diesel export ban. (3) Andy Burnham will set out his pitch for honest political debate as the antidote to populism as he reveals his plans for taking on thorny issues, from Britain’s expensive social care system to its creaking water infrastructure. (4) Rising bond yields will curb economic expansion and limit the transfer of elevated en
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