Bad News for Trump. The US Is In Its Worst Bond Crisis Since Alexander Hamilton Was Leading the Treasury

Treasury yields are punishing bond investors in ways not seen since the nation's founding debt crisis, and the fallout reaches well beyond Wall Street into mortgage rates, retirement portfolios, and the federal government's own borrowing costs.

24/7 Wall Street • Oct 16, 2026

Wall Street Is Quietly Burying the 60/40 Portfolio. Here Is What Is Replacing Your Bonds.

Bonds are paying the best yields in years and still dragging portfolios into the red, leaving investors scrambling for a defensive asset that actually defends. A growing group of Wall Street managers thinks the answer involves shorting Treasuries outright.

24/7 Wall Street • Oct 14, 2026

The Trump Boom Could Soon End as the Bond Market Flashes a Stark Warning to Stock Investors

U.S. bond yields are rising, providing an increasingly attractive alternative to pricey stocks. Trump's unorthodox policy may be causing this trend to accelerate.

The Motley Fool • Oct 14, 2026

US Treasury yields yet to peak as Fed may tighten further, PIMCO's Ivascyn says

US Treasury yields may ‌have further room to rise, with the Federal Reserve likely ​to deliver one or ​two more rate increases before ⁠the current tightening cycle ends, ​Dan Ivascyn, chief investment officer ​at the world's largest bond manager, told Reuters on Tuesday.

Reuters • Oct 13, 2026

US yield surge triggers mortgage hedging, adds to bond market pressure

The sharp rise in long-term US Treasury yields has spurred mortgage-related hedging that adds selling pressure to an already strained bond market, though the impact is likely smaller than in past selloffs.

Reuters • Oct 12, 2026

Why I'd Swap Treasuries For High-Quality Covered Calls

Long-duration Treasuries finally offer an enticing yield, but several less obvious risks could undermine both the income and the hedge. Covered call ETFs share more with fixed income than most investors realize, and today's environment is paying them more for that role. The biggest, most popular covered call funds may fail exactly when defense is needed most.

Seeking Alpha • Oct 10, 2026

Foreign Buyers Took 80% of the Treasury's $39 Billion Auction

A record-breaking Treasury auction just flipped the usual script on who actually wants to own U.S. debt, and the answer points to something unusual happening at the long end of the yield curve.

24/7 Wall Street • Oct 8, 2026

Bond Valuations Reflect Higher Hurdle for Capital

The global competition for capital remains the key dynamic keeping yields elevated. Notably, all of the September increase in 10-year Treasury yields came from real yields, as implied by the TIPS market.

ETF Trends • Oct 8, 2026

Bond Yields Just Hit A 24-Year High. Is It Finally Time To Buy Long-Term Treasuries?

The 10-year Treasury yield touched roughly 5.35% on Monday, its highest level since April 2002. The 30-year bond briefly pushed above 5.7%.

Forbes • Oct 9, 2026

US 30-Year Yields Return to 2002 High

US Treasuries resumed their retreat, lifting the 30-year yield back to its highest since 2002 as climbing oil prices raised concern about faster inflation and more central bank interest-rate increases. Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses credit spreads and whether or not yields will soon peak.

Bloomberg Markets and Finance • Oct 7, 2026