Thursday, May 21, 2026

What is the Bond Market Signaling?

The Dangerous Brew That’s Rattling Bond Markets
https://www.wsj.com/economy/central-banking/the-dangerous-brew-thats-rattling-bond-markets-b46def14
A mix of debt, inflation and populism has changed the interest rate landscape since 2020. 

Is the Bond Market Signaling Danger or Opportunity? Or Both?
https://www.nytimes.com/2026/05/20/business/bond-market-investing-global-treasury.html
Interest rates for long-term Treasury bonds have surged to levels last seen in 2007, before the great financial crisis.


Britain’s politicians need to worry less about the bond markets – and more about the Bank of England
https://www.theguardian.com/commentisfree/2026/may/21/politicians-bond-vigilantes-markets-gilts-bank-of-england