Global bond sell-off pushes yields to multi‑decade highs

Global Bond Yields have also hit their highest level since the Global Financial Crisis.

Weird how taking sovereign debt seriously always means slashing social programs and never raising historically-low taxes on the wealthy an iota.

[1/3] Why does it cost more to finance a new truck or a new home? Just one more cost of Donald Trump’s mismanagement. www.washingtonpost.com/business/202...

Good morning. With oil prices higher, government bond yields are on the move again around the world. One of the most notable moves is in the UK—what I have characterized here and elsewhere as one of the “high beta”... 1 of 2

rising yields and oil continue to keep a lid on equities; Shein IPO a bit of a flop in Hong Kong; Global Manufacturing PMIs and ISM today: Asia equities ➡️ (Taiwan ↗️ on NVDA stake buy) US and Europe equity futures small ↘️ Oil ↗️ Precious Metals small ↘️ Bond Yields ↗️ (JGB 10yr hits 3%) FX $ small ↗️

We are now in the stage where every 2bps move in yields kicks off a wave of “highest since the GFC” headlines and push alerts, much like a 0.1% gain in equities at new highs sparks the “market at record close” news cycles.

Good morning. Rising oil prices are dragging global & US bond yields higher. #Econ #EconSky

I mean, it's certainly not a *good* indicator, but it's not a catastrophic one; bank rates are just lagging. There was a very bad treasury auction last week that drove up bond rates, and the retail banking sector hasn't adjusted for that yet (it will).

This is bad. The economy is running way too hot. We passed $40 trillion in debt and people (institutions) have less and less faith in our ability to pay back long term debt, so we have to keep offering higher bond yields to entice buyers. Trump still wants to cut interest rates. Inflation will soar.

The global bond selloff is rolling on into September, raising borrowing costs for governments such as Japan and Germany and putting pressure on U.S. stocks today. The yield on Japanese 10-year government bonds hit 3%, its highest level since 1996.

Global bond rout deepens as Japan yield hits key threshold - www.reuters.com/world/asia-p...

Selling drove global bond yields to major new highs on Tuesday as renewed fighting in the Middle ​East lifted oil prices above $90 a barrel and put pressure on stock markets around the world. www.reuters.com/world/china/...

👀 per CNBC: * Global Bond yields soar as fresh U.S.-Iran tensions revive inflation concerns * www.cnbc.com/2026/09/01/b...

📉 #Bonds "Not since 2006 have yields on the longest-maturity Treasuries been this high for this long, with a gaping budget deficit, another wave of corporate issuance and a potentially decisive Federal Reserve meeting expected to keep investors wary in coming weeks."

Want to see how disastrous Trump 2.0 has been? Just watch the bond markets...especially the yields for 10, 20, and 30 year treasuries. They are skyrocketing. Why? Because foreign investors, including central banks, think the US is a bad bet now. And THAT is very, very bad news for all of us.