Yields revive government bond appeal
8m
Rising yields have renewed government bonds’ appeal to investors, even as German and U.S. stocks remain near record highs.
The bond yield story just keeps getting starker.
September 29, 2026 at 4:16 PM
The bond yield story just keeps getting starker.
Livin, on Borrowed Time: in US, in 2025, the Interest payments consumed the highest percentage of GDP among G7 countries.
www.economist.com/finance-and-...
www.economist.com/finance-and-...
Soaring bond yields, gaping deficits and towering debts: what could go wrong?
The rich world is flirting with fiscal disaster
www.economist.com
September 30, 2026 at 12:07 PM
Livin, on Borrowed Time: in US, in 2025, the Interest payments consumed the highest percentage of GDP among G7 countries.
www.economist.com/finance-and-...
www.economist.com/finance-and-...
This is not the first trading session where sovereign bond yields and oil prices have decoupled. In fact, it is happening with greater frequency—a reminder that:
• The protracted surge in yields is driven by forces far beyond energy markets; and
1 of 2.
• The protracted surge in yields is driven by forces far beyond energy markets; and
1 of 2.
September 29, 2026 at 5:58 PM
This is not the first trading session where sovereign bond yields and oil prices have decoupled. In fact, it is happening with greater frequency—a reminder that:
• The protracted surge in yields is driven by forces far beyond energy markets; and
1 of 2.
• The protracted surge in yields is driven by forces far beyond energy markets; and
1 of 2.
... 109.3 (vs. 121.2), and expectations to 63.6 (vs. 68.5).
Meanwhile, job vacancies came in lower than anticipated at 7.228 million (vs. 7.27 million expected)
Despite such data, yields are up across the board, with the 30-year US Treasury bond hitting its highest level since 2002
#economy #markets
Meanwhile, job vacancies came in lower than anticipated at 7.228 million (vs. 7.27 million expected)
Despite such data, yields are up across the board, with the 30-year US Treasury bond hitting its highest level since 2002
#economy #markets
September 29, 2026 at 4:04 PM
Reposted by Tomasz Mickiewicz
It's almost a perversion to blame the Yen carry trade for rising US yields. Yields are rising because our debt issuance is running at 7.5% of GDP in the 12 months through June of this year. Fiscal policy is quite literally out of control. That's the story...
robinjbrooks.substack.com/p/is-the-yen...
robinjbrooks.substack.com/p/is-the-yen...
September 29, 2026 at 8:21 PM
It's almost a perversion to blame the Yen carry trade for rising US yields. Yields are rising because our debt issuance is running at 7.5% of GDP in the 12 months through June of this year. Fiscal policy is quite literally out of control. That's the story...
robinjbrooks.substack.com/p/is-the-yen...
robinjbrooks.substack.com/p/is-the-yen...
Despite weaker-than-anticipated US economic data across both soft and hard metrics, US yields are rising yet again.
Specifically
The plunge in consumer confidence brought key measures well below consensus forecasts, with the overall index dropping to 81.9 (vs. 89.0 expected),current conditions to...
Specifically
The plunge in consumer confidence brought key measures well below consensus forecasts, with the overall index dropping to 81.9 (vs. 89.0 expected),current conditions to...
September 29, 2026 at 4:03 PM
Despite weaker-than-anticipated US economic data across both soft and hard metrics, US yields are rising yet again.
Specifically
The plunge in consumer confidence brought key measures well below consensus forecasts, with the overall index dropping to 81.9 (vs. 89.0 expected),current conditions to...
Specifically
The plunge in consumer confidence brought key measures well below consensus forecasts, with the overall index dropping to 81.9 (vs. 89.0 expected),current conditions to...