Bond market rout raises long-term inflation fears

A sharp sell-off in global government bonds is exposing investor anxiety that the macroeconomic backdrop may be shifting toward persistently higher inflation, as governments struggle to rein in spending and sovereign debt. Pressure on yields is not just a factor of this year’s rise in government borrowing and higher energy prices. Investors highlight a pivot…

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Global bond yields rising: Treasuries, JGB, Bunds

Traders work at the New York Stock Exchange on Aug. 25, 2026. NYSE The global bond rout is raising borrowing costs across the economy and forcing governments, companies and consumers to confront the possibility that expensive debt is here to stay. Global bond yields have been climbing to multiyear highs, with Germany’s 10-year yield reaching…

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UK, Italy and France face debt squeeze

Bond investors are exacting a heavy price from three of Europe’s largest economies, which are struggling with a credibility crisis as the Iran conflict thrusts government borrowing back into the spotlight. “Britain, Italy and France have now become nations where spreads to what we’d call core nations — such as the U.S. and German government…

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Price pressure in the pipeline

The ECB has announced it will be hiking rates in July and September to counter record inflation. Daniel Roland | Afp | Getty Images U.S. political strategist James Carville famously said he would like to be reincarnated as the bond market because “you can intimidate everyone.” So when bond yields start signaling a problem, the…

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