Moody's Warns: End of Cheap Borrowing Signals New Macro Regime

The era of ultra-low interest rates is ending, signaling a shift in global borrowing costs. Moody's predicts sustained investment in AI and infrastructure, alongside elevated geopolitical risks. Bond markets are adjusting to expectations of higher interest rates, impacting capital flows towards AI, defense, and critical minerals sectors. Investors should brace for a new macroeconomic landscape.