Topic
Business US EU

Investors sell as yields surge

10m

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.

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Reposted by Klaus Adam

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This chart from John Authers always-insightful note reminds us that the (mainly but not exclusively) US-led yield surge is now a generalized phenomenon, especially when it comes to reaching multi-decade levels.
#economy #bonds #markets #yields
September 25, 2026 at 1:37 PM
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Reposted by Magda Teter

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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
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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
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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
September 24, 2026 at 11:55 PM

Reposted by Julien Chaisse

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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
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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

Reposted by Jože P. Damijan

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Reposted by Steve Keen

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Japanese foreign exchange intervention typically involves selling US securities to buy Yen, potentially adding yield pressures to an already sensitive Treasury market.

#economy #markets #japan #yen #bonds #yields
September 24, 2026 at 3:53 PM