Geopolitical Shock Deepens Global Bond Market Rout

Chronology

1. 01-09-2026
   Global Bond Selloff Intensifies Amid U.S.-Iran Escalation

   5 articles

   Government bond markets faced a broad selloff as renewed U.S.-Iran military tensions near the Strait of Hormuz drove oil prices higher and revived fears of persistent inflation. U.S. Treasury yields climbed to their highest levels in roughly 20 months, while Japanese, British, Ge…
2. 04-09-2026
   Global Bond Rout Tests Markets and Policymakers

   3 articles

   Global government bond yields have surged to multi-decade highs as investors reassess the outlook for inflation, fiscal borrowing, debt supply and geopolitical fragmentation. Yields rose sharply in the United States, Japan, the United Kingdom and Germany, reflecting expectations …