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Bloomberg MarketsYuan Fees for Ships to Pass Hormuz Boost Chinese Payment StocksBloomberg MarketsTokyo Steel Shares Soar as Oasis Stake Sparks Restructuring HopeFinancial TimesEurope must prepare for ‘long-lasting’ energy shock, EU warnsFinancial TimesWhat’s going on with dollar debt?Financial TimesCredit investors flee to safety, pulling $11bn from junk bonds this yearFinancial TimesEaster eggs stay pricey even as cocoa prices plungeFinancial TimesIn Tehran, neighbours wonder where the next bombs will landFinancial TimesPrediction markets: the hunt for the new ‘dumb money’Financial TimesFund managers snap up bonds on growth threat from Iran warBloomberg MarketsIndonesia Flags Tightly Held Companies in Effort to Satisfy MSCIBloomberg MarketsIndonesian Finance Minister Purbaya on Growth, StabilityBloomberg MarketsChina Services Gauge Slows After Boost From New Year HolidayBloomberg MarketsJapan Power Retailers Halt New Industrial Clients on Fuel RisksBloomberg MarketsJapan’s Fast Retailing Profit Grows on Uniqlo, Seven & i MixedBloomberg MarketsJera’s US Purchase Deal With Commonwealth LNG TerminatedBloomberg MarketsYuan Fees for Ships to Pass Hormuz Boost Chinese Payment StocksBloomberg MarketsTokyo Steel Shares Soar as Oasis Stake Sparks Restructuring HopeFinancial TimesEurope must prepare for ‘long-lasting’ energy shock, EU warnsFinancial TimesWhat’s going on with dollar debt?Financial TimesCredit investors flee to safety, pulling $11bn from junk bonds this yearFinancial TimesEaster eggs stay pricey even as cocoa prices plungeFinancial TimesIn Tehran, neighbours wonder where the next bombs will landFinancial TimesPrediction markets: the hunt for the new ‘dumb money’Financial TimesFund managers snap up bonds on growth threat from Iran warBloomberg MarketsIndonesia Flags Tightly Held Companies in Effort to Satisfy MSCIBloomberg MarketsIndonesian Finance Minister Purbaya on Growth, StabilityBloomberg MarketsChina Services Gauge Slows After Boost From New Year HolidayBloomberg MarketsJapan Power Retailers Halt New Industrial Clients on Fuel RisksBloomberg MarketsJapan’s Fast Retailing Profit Grows on Uniqlo, Seven & i MixedBloomberg MarketsJera’s US Purchase Deal With Commonwealth LNG Terminated
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Financial Timesglobal

Fund managers snap up bonds on growth threat from Iran war

Financial Times
Friday, April 3, 2026 at 4:00 AM
~4 min read
InflationFixed Income

Original Report

After sharp market sell-off, debt investors shift focus from inflation fears to likely damage to economies

Glass House Analysis

Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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