BlackRock(@BlackRock):AI investment is driving sharp moves in stocks. Oil prices remain volatile. Government bond yields are moving higher. Our take: These developments all reinforce our view that supply scarcity is keeping inflation and borrowing costs higher. In this week’s #MarketTake, Michel Dilmanian unpacks how that’s impacting the role of government bonds in portfolios:

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BlackRock@BlackRock

2026.08.05 18:18

AI investment is driving sharp moves in stocks. Oil prices remain volatile. Government bond yields are moving higher. Our take: These developments all reinforce our view that supply scarcity is keeping inflation and borrowing costs higher. In this week’s #MarketTake#, Michel Dilmanian unpacks how that’s impacting the role of government bonds in portfolios: