Rising Oil Prices Fuel Inflation Concerns, Driving Bond Yields Higher and Market Weakness
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The rise in oil prices stoked inflation fears, driving longer-dated Treasury yields higher. The 30-year Treasury bond yield reached a peak not seen since June 2007.
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ZeroHedgeMoreover, inflation concerns helped send long-end bond yields up to fresh multi-year highs, with the 30yr Treasury yield (+4.7bps) closing at a post-2007 high of 5.31%, whilst Germany’s 30yr yield (+1.8bps) hit a post-2011 high of 3.74%. And that trend has shown no sign of letting up overnight either, with the 30yr Treasury yield up another +1.0bps to 5.32%.
MarketWatchThe yield on the U.S. 30-year Treasury BX:TMUBMUSD30Y, known as the long bond, which is particularly sensitive to rising inflation, is up nearly 2 basis points to 5.234%, its highest level since June 2007.
BloombergBond Yields Are Hitting Multidecade Highs Around the World Everything from inflation to the AI boom is pushing borrowing costs higher.
Epoch Times BusinessGould attributed factors such as investors weighing inflation expectations, growing federal deficits, stronger-than-expected economic data, and the increased issuance of Treasurys to finance government spending as contributing to elevated long-term yields.
Financial TimesGlobal bond sell-off deepens amid fears over inflation and AI issuance Long-term government borrowing costs hit multi-decade highs
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"Markets have seen growing weakness over the last 24 hours, with bonds and equities slipping thanks to negative geopolitical headlines from the Middle East," Deutsche Bank's Jim Rid wrote in a note on Tuesday. "There wasn't a single catalyst for the declines, but with few signs of the US and Iran coming to any sort of a deal, that meant investors priced in a more extended closure of the Strait of Hormuz."
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ZeroHedgeDB's Jim Reid concludes the overnight wrap Markets have seen growing weakness over the last 24 hours, with bonds and equities slipping thanks to negative geopolitical headlines from the Middle East. There wasn’t a single catalyst for the declines, but with few signs of the US and Iran coming to any sort of a deal, that meant investors priced in a more extended closure of the Strait of Hormuz. Indeed, Brent crude oil (+2.65%) closed above $90/bbl yesterday for the first time in two weeks, and this morning we’ve seen a further +0.72% rise to $91.52/bbl. So that’s led to pressure across the board, with the S&P 500 (-0.52%) slipping back, and futures are pointing to another -0.32% decline today.
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Bond Selloff Weakens Risk Appetite; Trump Takes Hard Line on Iran | Bloomberg Brief 08/18/2026 US equity futures fall and long-dated bond yields rally as borrowing rates rise around the world amid concerns over inflation, government spending, and the AI bond binge pile up. President Trump says he’s not interested in extending the truce agreement with Iran. Katrina Dudley of Franklin Templeton discusses the global bond selloff. (Source: Bloomberg)
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Bond yields and prices move in opposite directions, with one basis point equaling 0.01%, or 1/100th of 1%.
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Independent claims that didn't surface elsewhere in our corpus. Treat as supplementary — not corroborated across outlets.
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01 ZeroHedge US futures are a "sea of red" (as Bloomberg describes it) in early trading as thin summer volumes persist, with the wrong kind of inflation coming to the fore and Monday’s tech selloff weighing on sentiment despite bullish AI news. The recent stock-bonds disconnect is finally being reappraised with US futures lower across the board. As of 8:00am ET, S&P 500 futures fell 0.4% with Nasdaq 100 contracts down 1.1% with Semis, Mag7, and Memory all under pressure, while Software is bid. Nvidia dropped 1.8% as the cost of protecting its debt against default closed in on a high reached last month. Defensives and Energy are leading as investors continue to de-gross / de-lever.
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02 MarketWatch The Tell 6% Treasury yields are the biggest risk facing stocks right now. Here’s why.
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03 Bloomberg Chip Stocks Get Hit as Global Bond Anxiety Builds A selloff in chipmakers sent stocks lower, with the market also falling as inflation angst and rising government debt kept bond yields elevated. John Mowrey, CIO at NFJ Investment Group, discusses AI capex spending and equities reaching all-time highs. (Source: Bloomberg)
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04 Epoch Times Business The U.S. 30-year Treasury yield is trading at levels last seen 19 years ago, near the onset of the 2008 global financial crisis.
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05 CNBC On Monday, U.S. President Donald Trump ruled out extending a ceasefire between Washington and Tehran, while Iran issued fresh threats of military escalation. Both sides have rejected further peace talks.
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- marketwatch
- zerohedge
- cnbc
- epochtimes-biz
- bloomberg
- ft