Bond markets have had a bumpy start to the year. Developed market government bond yields jumped, led by U.S. yields. At the same time, U.S. investment grade corporate bond issuance is expected to surge, analysis from BlackRock’s global markets team shows. Michel Dilmanian, portfolio strategist at the BlackRock Investment Institute, unpacks this fixed income environment, sharing how the immutable economic laws we track are constraining policy swings and how the leveraging up theme from our 2026 Global Outlook is rolling on. #investingtrends #trade #economics #usinvestingtrends #bonds