AI-driven surge in bond yields could be next risk for markets and growth

Market gauges of inflation-adjusted borrowing costs have shot to their highest in more than a decade across major economies as AI companies and governments ramp up bond sales, raising ​risks for stock markets and the world economy.

Reuters • 14 hours ago

Treasury yields up as oil prices jump and investors await inflation data

U.S. Treasury yields edged higher Tuesday as investors await July's inflation data print amid ongoing Iran tensions.

CNBC • Aug 11, 2026

ETF Prime: Vanguard & J.P. Morgan Talk Fixed Income ETFs

Fixed income ETF positioning and the rise of active ETFs were the focus on this week's ETF Prime. Host Nate Geraci welcomed Rebecca Ventre, senior fixed income client portfolio manager at Vanguard, and John Mayer, chief ETF strategist at J.P.

ETF Trends • Aug 6, 2026

US Yen Intervention Is a Band-Aid Fix for Bonds: Levin

Bloomberg Opinion's Jonathan Levin joins Scarlet Fu on "Bloomberg Real Yield." For the first time in 15 years the US joined Japan in a yen intervention to support the yen and avoid forced selling of Treasury securities.

Bloomberg Markets and Finance • Aug 6, 2026

BND vs AGG: The Two Biggest Bond ETFs Look Identical, but One Has Quietly Won for Years

The two biggest total bond market ETFs, Vanguard Total Bond Market ETF (NASDAQ:BND) and iShares Core U.S.

24/7 Wall Street • Aug 2, 2026

The Bond Market Is Doing Something for the First Time in Nearly 20 Years. Here's What It Means for Investors.

The 30-year Treasury yield touched 5.24% recently, marking its highest level since 2007. The risk of the Fed raising interest rates this year and persistently high inflation are pressuring yields higher.

The Motley Fool • Aug 3, 2026

Here's What Markets Are Now Saying About Fed Rate Hikes This Year

Inflation moderated in June, but it was almost completely due to falling energy prices. Energy prices have begun to soar again with the end of the U.S.-Iran ceasefire.

The Motley Fool • Jul 27, 2026

The Bond Market Has a Clear Warning for Investors as Iran War Rages On

Wall Street is eyeing the bond market's long summer slump as oil price soar and debt levels escalate.

Barrons • Jul 23, 2026

Want More Reliable Retirement Income? This Vanguard ETF Could Be Worth a Look.

Retirees need access to steady income. The Vanguard Total Bond Market Index Fund ETF fits the bill nicely.

The Motley Fool • Jun 30, 2026

Bond ETF flows surge in hunt for yield: 'Market sniffing out something here,' says BlackRock exec

Bond ETF inflows are running 60% ahead of last year's level, which was itself a record pace, a rise that a BlackRock executive described as "shocking" to CNBC. Elevated stock market volatility, a new Fed chair, and ongoing inflation fears are all part of the picture as investors in the market hunt for maximum "real yield.

CNBC • Jun 25, 2026