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China’s Bond Rally Has One Collateral Damage

A global selloff in government bonds is igniting concerns over higher mortgage repayments and corporate financing costs. While China is an outlier to this trend, lower-rates-for-longer may not necessarily be good news, either.

China’s Bond Rally Has One Collateral Damage

A global selloff in government bonds is igniting concerns over higher mortgage repayments and corporate financing costs. While China is an outlier to this trend, lower-rates-for-longer may not necessarily be good news, either.

Markets Bloomberg Sep 7, 2026

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