Odd Lots

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

May 29, 2026·51 min·5-min readconversationalbusiness
Podzilla Summary (5 min)
TLDR
A surge in global bond yields, driven by a confluence of AI-driven capital demand, persistent fiscal deficits, and shifting investor bases, signals the end of the 'lower for longer' interest rate era. Economist Gita Gopinath argues that the world is experiencing a structural shift—secular s

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Guest

G

Gita Gopinath

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Gita GopinathTracy AllowayJoe WisenthalTorsten Slok

Companies

IMFBloomberg

Topics

Artificial IntelligenceBusiness NewsEconomicsFederal ReserveFintechGlobal NewsInflationMacroeconomics

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