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Bloomberg MarketsGlobal Bonds Slump Sends Borrowing Costs SoaringFinancial TimesGlobal bond sell-off deepensBloomberg MarketsFed Should ‘Just Hike and Move on With It,’ Says JPM’s HerrFinancial TimesDisney sues Trump administration over ‘retaliatory’ ABC licence reviewBloomberg MarketsBond Selloff Is Mostly a Fed Story, Says BofA’s CabanaBloomberg MarketsInflation Will Keep Bond Yields High, Says Franklin Templeton's DudleyBloomberg MarketsUS 10-Year Yields Climb to Highest Since 2025 as Rout DeepensBloomberg MarketsTop East Africa Bourse Plans ETF Push to Tap Investor DemandBloomberg MarketsSouth Africa Proposes Sweeping Changes to Power-Price FrameworkBloomberg MarketsIndia’s Digital Payments Boom Fails to Dent Demand for CashBloomberg MarketsBond Selloff Weakens Risk Appetite; Trump Takes Hard Line on Iran | Bloomberg Brief 08/18/2026Financial TimesForget the bond rout, fund managers are in party modeBloomberg MarketsWhat’s Next for US-Iran in Hormuz With Expired MOU?Bloomberg MarketsAI Election Backlash Is Shaping Wall Street’s Stock Market ViewsBloomberg MarketsKlarna Cuts Revenue Guidance and Is Searching for New CFOBloomberg MarketsGlobal Bonds Slump Sends Borrowing Costs SoaringFinancial TimesGlobal bond sell-off deepensBloomberg MarketsFed Should ‘Just Hike and Move on With It,’ Says JPM’s HerrFinancial TimesDisney sues Trump administration over ‘retaliatory’ ABC licence reviewBloomberg MarketsBond Selloff Is Mostly a Fed Story, Says BofA’s CabanaBloomberg MarketsInflation Will Keep Bond Yields High, Says Franklin Templeton's DudleyBloomberg MarketsUS 10-Year Yields Climb to Highest Since 2025 as Rout DeepensBloomberg MarketsTop East Africa Bourse Plans ETF Push to Tap Investor DemandBloomberg MarketsSouth Africa Proposes Sweeping Changes to Power-Price FrameworkBloomberg MarketsIndia’s Digital Payments Boom Fails to Dent Demand for CashBloomberg MarketsBond Selloff Weakens Risk Appetite; Trump Takes Hard Line on Iran | Bloomberg Brief 08/18/2026Financial TimesForget the bond rout, fund managers are in party modeBloomberg MarketsWhat’s Next for US-Iran in Hormuz With Expired MOU?Bloomberg MarketsAI Election Backlash Is Shaping Wall Street’s Stock Market ViewsBloomberg MarketsKlarna Cuts Revenue Guidance and Is Searching for New CFO
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Financial Timesglobal

Global bond sell-off deepens

Financial Times
Tuesday, August 18, 2026 at 1:32 PM
~4 min read
InflationFixed Income

Original Report

Fears over inflation and AI issuance drive long-term government borrowing costs to multi-decade highs

Glass House Analysis

Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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