bond yields
Discussion focused on a broad rise in sovereign bond yields, attributed variously to fiscal deterioration, elevated nominal growth, inflation risk and term premia. Michael Howell argued that stronger US nominal GDP, fiscal spending, AI investment and deglobalisation could push the 10-year Treasury toward 6% 12, while Peter Schiff said rates remain too low relative to debt and prospective inflation despite the government’s limited ability to afford higher rates 18. China was presented as a contrasting case, with deflation associated with falling government-bond yields 111.
From the window to Sep 1, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position in september 2026.
Mentions
75 in September 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 19 mentions
- Walter Bloomberg 7 mentions
- Robin Brooks 6 mentions
- Gary Bohm 5 mentions
- Michael Every 5 mentions
- Adam Taggart 4 mentions
- Josh Linville 4 mentions
- Ben Carlson 3 mentions
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