Pimco, BlackRock Call End to Era of Stable Borrowing Costs

  • ICE BofA MOVE Index emerges from slumber of prior decade
  • ‘We’ve gone back to the future – back to normal,’ Bassman says
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Bond-market titans BlackRock Inc., Pacific Investment Management Co. and Vanguard Group Inc. are warning that recent violent swings in US Treasuries are only the beginning of a new era of volatility that’s here to stay until central banks conquer inflation.

A closely watched measure of turbulence in the world’s biggest bond market has already risen to levels last seen during the Great Financial Crisis. A bevy of risks have buffeted money managers in 2023, from banking-sector tumult to the debt-ceiling standoff, capping two years of wild movement in interest rates as the economy emerged from the pandemic.