Bloomberg
Bond Market Selloff: Are Surging Yields a Threat to the Global Stock Rally?
Tuesday, September 1, 2026
Long-dated government bond yields have risen to their highest levels in approximately 20 years, driven by investor concerns about inflation and fiscal deficits alongside increased corporate borrowing tied to artificial intelligence development. Global stock markets have continued to rise despite the bond market decline. Yields on sovereign bonds have increased as governments and corporations compete for investor capital in debt markets.
