Updated
Updated · Bloomberg · Oct 1Global Government Bonds Post Worst Quarter Since 2024 as $100 Oil Drives Yields Higher
3 articles · Updated · Bloomberg · Oct 1Summary
- Global government bonds logged their worst quarter since 2024 as yields climbed almost daily across major markets.
- Benchmark US Treasuries were among the fixed-income assets sold off, pushing borrowing costs higher and signaling investors’ inflation worries.
- $100 oil has revived fears of sticky inflation, giving the bond selloff a global macro driver beyond any single market.
- The surge in yields matters beyond investors because it points to higher financing costs for governments, companies and households.
Insights
With $2.4 trillion in leveraged trades at risk, could surging bond yields trigger the next massive financial system collapse? If traditional government bonds are suffering historic losses, where is the ultimate safe haven for your money today? How is the massive AI investment boom secretly fueling a global debt crisis and driving your borrowing costs higher?