US borrowing costs are rising due to factors beyond war inflation. Real yields are increasing, indicating bond investors are looking past immediate price pressures. Growing public debt, AI investment, and the possibility of central banks raising interest rates are also contributing. Experts suggest these higher borrowing costs may persist even after oil prices stabilize, impacting governments and economies.
Macro headwinds are behind us; largecaps poised to outperform: Prashant Jain
India’s equity markets are poised for a positive turn as economic challenges recede, according to Prashant Jain. He highlights strong domestic fundamentals, improving external balances,
July 2, 2026