The great global bond sell-off copertina

The great global bond sell-off

The great global bond sell-off

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The global bond sell-off is deepening. This week, the yield on ten-year American Treasuries surpassed 5%, its highest level in two decades. Meanwhile British gilts, German bunds and Japanese government bonds are all soaring to multi-year highs. Investors are under pressure from persistent inflation, government debt and the AI borrowing binge. We ask whether high long-term yields are here to stay.


Guests and hosts:

  • Mark Dowding, Chief Investment Officer for BlueBay fixed income
  • Mike Bird, co-host of “Money Talks”
  • Alice Fulwood, co-host of “Money Talks”


Topics covered:

  • Bond markets
  • Scott Bessent
  • AI infrastructure buildout


Transcripts of our podcasts are available via economist.com/podcasts.


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