The great global bond sell-off – causes, consequences and what comes next

Podcast: The Weekly Briefing from Capital Economics · Capital Economics

Opublikowano: 2026-08-21

This special episode of The Weekly Briefing from Capital Economics features an exclusive extract from our client briefing on the global bond sell-off, its causes, consequences and where markets go from here. In this edited extract, Group Chief Economist Neil Shearing and Chief Markets Economist Jonas Goltermann answer questions from clients around the world, including: What was Scott Bessent’s Treasury market intervention intended to achieve, and why it has so far fallen short?What are the economic forces pushing investors to demand more compensation for holding long-dated government bonds?Which economies are most exposed to a f...