3 Market Trends That Could Shape the Rest of 2026

The war in Iran and subsequent higher inflation have shaped the market outlook for 2026. The interest rate environment, the Fed, the AI trade, and the bond market are the things to watch later on this year.

The Motley Fool • May 7, 2026

Why Friday may see another spike in bond-market anxiety

It's not just inflation concerns that have been pushing U.K. yields to multi-decade highs

Market Watch • May 6, 2026

Fixed Income Looks Attractive Again

SUMMARY “Yield Matters” but investors cannot ignore real yields. Real yields are attractive near 2% despite rising inflation, in our opinion.

ETF Trends • May 5, 2026

Betting on long Treasury bonds when yields near 5% has been a slam-dunk trade over the past few years. Is this time different?

The yield on the 30-year Treasury bond has been brushing up against the 5% threshold over the past week, as rising inflation expectations and real interest rates have been a one-two punch for the global bond market.

Market Watch • May 5, 2026

The “Two Popes” Fed: Why the Warsh-Powell Drama Could Burn Your Retirement Nest Egg

Your retirement check is about to get squeezed by a Fed civil war you did not vote for.

24/7 Wall Street • May 3, 2026

Not All Total Bond Market ETFs Are the Same. Here's What to Know.

Not understanding the difference between similarly named funds can be costly

WSJ • May 3, 2026

Paving the Way for a Warsh Fed

With the Justice Department dropping its investigation into the Fed's building renovation, political uncertainty around the succession has faded, paving the way for Kevin Warsh's nomination as the next Fed chair. Warsh's recent remarks lay out how he views monetary policy and the implications for the bond market during his tenure.

ETF Trends • Apr 29, 2026

JGBs Fall, Tracking Declines in U.S. Treasurys

JGBs fall in early Tokyo trade, tracking overnight price declines in U.S. Treasurys. Both JGBs and Treasurys tend to move in tandem. JGB prices could also be weighed by concerns over higher domestic inflation stemming from rising oil prices amid ongoing Middle East conflict. “The situation in the Middle East is adding to a high level of uncertainty,” InTouch Capital Markets' analysts team says in commentary.

WSJ • Apr 30, 2026

Central Bankers Have Bond Market on Edge: 3-Minutes MLIV

Anna Edwards, Guy Johnson, Tom Mackenzie and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:00 - Tech Earnings Season 00:01:13 - DeepSeek, Chinese Chip Stocks 00:01:50 - Fed, ECB, BOE and BOJ Expected to Hold Rates 00:02:54 - Bond Market Pressure -------- More on Bloomberg Television and Markets Like this video?

Bloomberg Markets and Finance • Apr 27, 2026

The Iran War Is Changing the Bond Playbook

Investors may be better off looking outside the world's core bond markets right now, Brij Khurana writes in a guest commentary.

Barrons • Apr 27, 2026