Investors sell as yields surge
2m
Global government bond yields surged to multiyear highs as investors sold across advanced-economy markets, driven by rising energy costs and a rush of AI-fueled capital seeking higher returns.
by Menzie Chinn
Increased US govt bond issuance, & prospects thereof, colliding with lackluster official sector demand (i.e., central banks); Increased deficits due to higher interest rates that are likely to persist indefinitely (r > g) Elevated elevated uncertainty regarding US macro policy mix can't help, too...
September 24, 2026 at 8:46 PM
Increased US govt bond issuance, & prospects thereof, colliding with lackluster official sector demand (i.e., central banks); Increased deficits due to higher interest rates that are likely to persist indefinitely (r > g) Elevated elevated uncertainty regarding US macro policy mix can't help, too...
Reposted by Christian E. Weller
Treasury yields are surging to levels not seen in nearly two decades. The consequences could ripple far beyond Wall Street, raising borrowing costs for consumers, companies and governments.
Great Bond Shakeout Locks In a 5% World ‘Until Something Breaks’
As yields on US Treasuries soar past one high after the next, a reality is sinking in deeper across Wall Street and Washington: More than merely a slump, this might just be a fundamental shift.
bloom.bg
September 25, 2026 at 12:00 AM
Treasury yields are surging to levels not seen in nearly two decades. The consequences could ripple far beyond Wall Street, raising borrowing costs for consumers, companies and governments.
Emerging Market Update: Longer-term view of currency movements since the start of the post-pandemic monetary tightening cycle. All currencies indexed to 100 on March 16 (date of the first Fed rate hike); latest data point is 18 Sep #fx #emergingmarkets #econsky
September 24, 2026 at 8:54 PM
Emerging Market Update: Longer-term view of currency movements since the start of the post-pandemic monetary tightening cycle. All currencies indexed to 100 on March 16 (date of the first Fed rate hike); latest data point is 18 Sep #fx #emergingmarkets #econsky
From The Economist's article on housing and interest rates:
"Three factors suggest that the rich world’s housing market is vulnerable to higher rates: mortgages, household finances and supply."
#economy #housing #markets #yields #bonds #mortgages @economist.com
"Three factors suggest that the rich world’s housing market is vulnerable to higher rates: mortgages, household finances and supply."
#economy #housing #markets #yields #bonds #mortgages @economist.com
September 24, 2026 at 11:55 PM
From The Economist's article on housing and interest rates:
"Three factors suggest that the rich world’s housing market is vulnerable to higher rates: mortgages, household finances and supply."
#economy #housing #markets #yields #bonds #mortgages @economist.com
"Three factors suggest that the rich world’s housing market is vulnerable to higher rates: mortgages, household finances and supply."
#economy #housing #markets #yields #bonds #mortgages @economist.com
Reposted by Magda Teter
Nearly everyone will feel the impact of what's going on in the bond market, no matter how far away and abstract it may seem.
Why bond yields are rising and why everyone should care
Nearly everyone will feel the impact of what’s going on in the bond market, no matter how far away and abstract it may seem.
bit.ly
September 25, 2026 at 1:30 AM
Nearly everyone will feel the impact of what's going on in the bond market, no matter how far away and abstract it may seem.