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Major government bond yields reportedly reach levels not seen in decades

A September 27 post says 10-year US Treasury yields topped 5.2% for the first time since 2007, while UK gilt yields hit 5.36% and Japanese 10-year yields exceeded 3.1%.

Global Markets InvestorGM
Mohamed A. El-ErianMA
BloombergBL
15 Sources, 14d ago, first seen 14d ago

TLDR

A September 27 post describes a global bond selloff, saying 10-year US Treasury yields topped 5.2%, UK gilt yields hit 5.36%, French yields approached 4.68% and Japanese 10-year yields exceeded 3.1%. It attributes the rise to inflation concerns, heavy government borrowing, higher oil prices and AI-related borrowing. A separate post says US stocks remained resilient the previous week even as many Treasury bond yields surged.

Combined views

608.1K

15 Sources, first seen 14d ago

2K likes191 comments321 saves429 reposts

Combined views

608.1K

15 Sources, first seen 14d ago

2K likes191 comments321 saves429 reposts

Sentiment

Positive40.8%59.2%Negative

Summary

Replies worried that surging Treasury yields will inflate US debt costs and heighten recession risks, while positive accounts valued clear analysis of market resilience.

Based on 46 sentiment-bearing replies from 43 accounts across 9 conversations.

Featured Source

Sentiment

Positive40.8%59.2%Negative

Summary

Replies worried that surging Treasury yields will inflate US debt costs and heighten recession risks, while positive accounts valued clear analysis of market resilience.

Based on 46 sentiment-bearing replies from 43 accounts across 9 conversations.

Related

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U.S. 10-year Treasury yield reportedly tops 5%, reaching its highest level since 2007

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Crude oil reportedly hits 11-day low amid hopes for Iran war diplomacy

ZeroHedge, citing Reuters, reported Brent at $101.75 a barrel, down 2%, on September 21. A separate post citing AAA put diesel above $6.50 a gallon and regular gas near $4.50.

15 Sources

Global Markets Investor@GlobalMktObservThe global bond selloff is accelerating: Long-term government bond yields across major economies are surging to levels not seen in decades. 10-year Treasuries surpassed 5.2% for the first time since 2007, while UK gilts hit 5.36%, their highest level since 2007, and French OATs approached 4.68%, their highest since 2008. At the same time, Japanese 10-year government bond yields exceeded 3.1% for the first time since the 1990s. The move marks a dramatic reversal from the ultra-low-yield era when rates even went negative in Japan and Europe. The repricing has been driven by persistent inflation concerns, heavy government borrowing and rising debt issuance, while higher oil prices are adding further pressure to inflation expectations. At the same time, massive AI-related borrowing is increasing competition for capital alongside elevated government financing needs, adding another source of supply to global bond markets. The era of cheap government borrowing is over for good.14d
Mohamed A. El-Erian@elerianmLast week, US equities defied gravity and showed remarkable resilience even as many Treasury bond yields surged 5% and the geopolitical landscape remained structurally uncertain. Please have a look at my latest weekly review for details on this and other divergences, the fluid global economic order, and what to watch in the week ahead (either link): https://www.linkedin.com/pulse/weekly-look-global-economy-markets-mohamed-el-erian-wjrne/ https://mohamedelerian.substack.com/p/the-weekly-look-at-the-global-economy-c89?r=33wip #economy #markets14d
Bloomberg@businessRising global bond yields are fueling skepticism about Europe’s equity rally https://www.bloomberg.com/news/articles/2026-09-28/higher-bond-yields-are-raising-doubts-about-europe-s-stock-rally?taid=6aba13f83a03d1000161a06d&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter13d
CNBC@CNBCU.S. Treasury yields edge higher amid pressure on global government bonds https://www.cnbc.com/2026/09/28/treasury-yields-bonds-selloff.html?taid=6aba2ad5b13c710001a248b8&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter13d
Reuters@Reuters🔊 The bond market is having a moment. A shaky Treasury auction sent yields soaring and raised fresh doubts about demand for US debt. Hear more on today's Morning Bid podcast https://reut.rs/3V5flVr13d
Financial Times@FTUS government debt rout triggers ‘vicious loop’ of selling https://ft.trib.al/nNHFBlq11d
Robin Brooks@robin_j_brooksWe're now getting the usual dynamic when the Euro zone blows up. As yields for high-debt places like France and Italy head off into the stratosphere, yields for low-debt safe havens like Germany, Sweden and Switzerland are falling. The Euro zone is broken. https://robinjbrooks.substack.com/p/the-debt-crisis-in-france9d
Scott Lincicome@scottlincicomeCompelling (and worrying): "High Government Debt Is Adding Fuel to the Global Bond-Market Selloff" https://www.wsj.com/finance/investing/high-government-debt-is-adding-fuel-to-the-global-bond-market-selloff-a93fa0fe?mod=panda_wsj_custom_topic_alert "in markets, a risk factor might not matter for a long time until it suddenly does"9d
Lawrence Lepard, "fix the money, fix the world"@LawrenceLepardBondpocalypse. @maxkeiser September 30 – Financial Times (Kate Duguid, Peter Wells and Emily Herbert): “US government bonds have posted their worst month in four years as investors warned the world’s most important debt market has been gripped by a ‘vicious loop’ of selling. US 10-year Treasury yields surged more than half a percentage point in September to 5.3%, leaving them at the highest mark since 2007 and a whisker away from levels last seen in 2002. The scale of the move is unusual for a $32tn market that acts as an anchor for global finance. The sell-off… has now triggered waves of selling by funds, according to big investors and traders. They said a feedback loop had taken hold this week: yields rose to levels at which certain funds were obliged to sell Treasuries, setting off further bouts of bond sales... ‘It’s this vicious loop. And you have to wonder what is going to break it,’ said Priya Misra, portfolio manager at JPMorgan... ‘This can keep going for a while,’ she added. ‘No one wants to step in front of the freight train.’”8d
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    Mohamed A. El-Erian

    15 Sources

    Global Markets Investor@GlobalMktObservThe global bond selloff is accelerating: Long-term government bond yields across major economies are surging to levels not seen in decades. 10-year Treasuries surpassed 5.2% for the first time since 2007, while UK gilts hit 5.36%, their highest level since 2007, and French OATs approached 4.68%, their highest since 2008. At the same time, Japanese 10-year government bond yields exceeded 3.1% for the first time since the 1990s. The move marks a dramatic reversal from the ultra-low-yield era when rates even went negative in Japan and Europe. The repricing has been driven by persistent inflation concerns, heavy government borrowing and rising debt issuance, while higher oil prices are adding further pressure to inflation expectations. At the same time, massive AI-related borrowing is increasing competition for capital alongside elevated government financing needs, adding another source of supply to global bond markets. The era of cheap government borrowing is over for good.14d
    Mohamed A. El-Erian@elerianmLast week, US equities defied gravity and showed remarkable resilience even as many Treasury bond yields surged 5% and the geopolitical landscape remained structurally uncertain. Please have a look at my latest weekly review for details on this and other divergences, the fluid global economic order, and what to watch in the week ahead (either link): https://www.linkedin.com/pulse/weekly-look-global-economy-markets-mohamed-el-erian-wjrne/ https://mohamedelerian.substack.com/p/the-weekly-look-at-the-global-economy-c89?r=33wip #economy #markets14d
    Bloomberg@businessRising global bond yields are fueling skepticism about Europe’s equity rally https://www.bloomberg.com/news/articles/2026-09-28/higher-bond-yields-are-raising-doubts-about-europe-s-stock-rally?taid=6aba13f83a03d1000161a06d&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter13d
    CNBC@CNBCU.S. Treasury yields edge higher amid pressure on global government bonds https://www.cnbc.com/2026/09/28/treasury-yields-bonds-selloff.html?taid=6aba2ad5b13c710001a248b8&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter13d
    Reuters@Reuters🔊 The bond market is having a moment. A shaky Treasury auction sent yields soaring and raised fresh doubts about demand for US debt. Hear more on today's Morning Bid podcast https://reut.rs/3V5flVr13d
    Financial Times@FTUS government debt rout triggers ‘vicious loop’ of selling https://ft.trib.al/nNHFBlq11d
    Robin Brooks@robin_j_brooksWe're now getting the usual dynamic when the Euro zone blows up. As yields for high-debt places like France and Italy head off into the stratosphere, yields for low-debt safe havens like Germany, Sweden and Switzerland are falling. The Euro zone is broken. https://robinjbrooks.substack.com/p/the-debt-crisis-in-france9d
    Scott Lincicome@scottlincicomeCompelling (and worrying): "High Government Debt Is Adding Fuel to the Global Bond-Market Selloff" https://www.wsj.com/finance/investing/high-government-debt-is-adding-fuel-to-the-global-bond-market-selloff-a93fa0fe?mod=panda_wsj_custom_topic_alert "in markets, a risk factor might not matter for a long time until it suddenly does"9d
    Lawrence Lepard, "fix the money, fix the world"@LawrenceLepardBondpocalypse. @maxkeiser September 30 – Financial Times (Kate Duguid, Peter Wells and Emily Herbert): “US government bonds have posted their worst month in four years as investors warned the world’s most important debt market has been gripped by a ‘vicious loop’ of selling. US 10-year Treasury yields surged more than half a percentage point in September to 5.3%, leaving them at the highest mark since 2007 and a whisker away from levels last seen in 2002. The scale of the move is unusual for a $32tn market that acts as an anchor for global finance. The sell-off… has now triggered waves of selling by funds, according to big investors and traders. They said a feedback loop had taken hold this week: yields rose to levels at which certain funds were obliged to sell Treasuries, setting off further bouts of bond sales... ‘It’s this vicious loop. And you have to wonder what is going to break it,’ said Priya Misra, portfolio manager at JPMorgan... ‘This can keep going for a while,’ she added. ‘No one wants to step in front of the freight train.’”8d
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