Global Bond Sell-Off

There Are Four Forces Pressuring Bonds: War Is No. 1
https://www.wsj.com/finance/investing/there-are-four-forces-pressuring-bonds-war-is-no-1-68d3ace9
Fiscal worries, a new Federal Reserve chairman and even the flood of AI bonds are helping drive the recent climb in yields.
 
The Bond Market Issues World Leaders a Failing Grade
https://www.wsj.com/economy/the-bond-market-issues-world-leaders-a-failing-grade-621cf4dc
Nothing in this week’s G-20 suggested an end to the deficits, inflation and geopolitical disruptions that are roiling investors.

America has a whopping debt. But Europe has the whopping debt problem
https://www.economist.com/europe/2026/09/03/america-has-a-whopping-debt-but-europe-has-the-whopping-debt-problem
The French-size problem at the heart of the EU.

Borrowing Isn’t the Bond Market’s Only Concern—Growth Is Too
https://www.wsj.com/finance/investing/borrowing-isnt-the-bond-markets-only-concerngrowth-is-too-91596036
Many governments look more prudent than the U.S. right now, but aging workforces and anemic growth mean debts look scary.

Global Bond Sell-Off Puts Investors on Edge
https://www.nytimes.com/2026/09/01/business/bond-yields-debt.html
Government borrowing costs are hitting multi-decade highs around the world, reflecting anxiety about debt levels, deficits and inflation.  

Bond Yields Around the World Soar in Challenge to Government Borrowing
https://www.wsj.com/finance/investing/bond-yields-around-the-world-soar-in-challenge-to-government-borrowing-c519c53f
The runup in interest rates has profound consequences for the global economy, heaping pressure on everyone from home buyers to governments.
 
How to understand the current puzzle in bonds and equities
https://www.ft.com/content/b189d31a-5e56-471e-91d1-c319aa68f174