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

TLT's Yield Edge Is Thin Over SGOV

I rate SGOV (iShares 0-3 Month Treasury Bond ETF) a Buy for cash needed within 12 months, and TLT (iShares 20+ Year Treasury Bond ETF) a Hold. TLT's 5.7% yield is attractive, but its extra income only offsets about 11 bps of long yield increases over 12 months. SGOV offers nearly 4% yield with minimal price volatility, making it preferable for short-term needs amid rate uncertainty.

Seeking Alpha • 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

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

These Three ETFs Could Fund My Entire Retirement

If I were 65 today, I'd construct a simple three-ETF portfolio focused on income, inflation protection, and risk mitigation. Alerian MLP ETF delivers a 7.8% yield as the primary income generator, leveraging energy infrastructure's stability and macro tailwinds. Schwab U.S. Dividend Equity ETF provides inflation-beating dividend growth and core equity diversification with a low 0.06% expense ratio.

Seeking Alpha • Oct 7, 2026

Global Bond Markets Sell Off on France's Fiscal Worries

Japan, Europe, and the U.S. were feeling the fallout from France, where yields on its benchmark 10-year note climbed closer to 5%, the highest since 2002.

Barrons • Oct 5, 2026