Yields surge to May 2025 highs as oil prices and inflation data rattle markets

Longer-dated Treasury yields climbed to their highest levels since May 2025 ​on Friday, as a spike in oil prices ​stoked fears that ongoing energy disruptions in the Middle ⁠East could further fuel inflation — which data this week ​showed had already surged in April.

Reuters • May 15, 2026

Bonds Have Much More to Selloff In 2026: 3-Minutes MLIV

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:01 - Bond Market Selloffs, Inflation Concerns 00:01:44 - Buy the Dip?

Bloomberg Markets and Finance • May 14, 2026

Bonds at 7 percent could beat the stock market. Here's when to make the switch.

Every investor eventually faces the same question: when does the certainty of a bond beat the upside of a stock?

24/7 Wall Street • May 13, 2026

Powell Stays

Key Takeaways The April FOMC meeting's four dissents and resistance to maintaining an easing bias signal a higher bar for rate cuts under incoming Chair Warsh, suggesting investors may favor Treasury floating-rate strategies to navigate a prolonged “higher-for-longer” environment.

ETF Trends • May 10, 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

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

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

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

3 Great ETFs for an IRA in 2026

These ETFs can help set up your tax-advantaged account.

Morningstar • Mar 12, 2026

BlackRock Model Portfolios Drive Factor Rotation, Save a Systematic Bond ETF

After 10 years and under $100 million in assets, many ETFs still trading are on life support, before possibly being sent to the graveyard. However, last week assets in the previously obscure iShares Systematic Bond ETF (SYSB) rose approximately ten-fold.

ETF Trends • Nov 24, 2025