CNBC Daily Open: 'Boring' trumps disorder and volatility

The IMF warned that rising government debt, persistent inflation and AI-related borrowing could spark a “disorderly” surge in sovereign bond yields. In its latest outlook, the fund raised its 2026 global growth forecast, saying AI investment helps offset part of the Middle East energy shock, but cautioned that economic resilience is nearing its limits. The discussion comes as Asian technology stocks sold off, with SK Hynix, Samsung and SoftBank pressured by concerns about AI financing and stronger Chinese competition. DBS CEO Tan Su Shan said Singapore’s predictability matters, adding that “boring is not bad.” The note also flagged geopolitical and policy developments, including Trump defending temporary easing of Russian diesel restrictions.