Higher for Longer: Inside the Trillion Dollar (and rising) Bond Tipping Point.

Podcast: Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies · Mont Wealth Advisors

Opublikowano: 2026-08-21

Rob Pizzichetta explains the global bond sell-off as long-term government yields hit multi-decade highs across the US, UK, Europe, Japan, and Australia, noting rising yields mean falling bond prices and higher borrowing costs throughout the economy. He outlines three drivers: cyclical geopolitical inflation pressure from renewed US–Iran tensions pushing oil above $90; mid-range uncertainty as markets adjust to a new Fed chairman, Kevin Warsh, and less predictable central-bank guidance; and a largely structural shift driven by expanding US and Australian deficits, higher refinancing costs, a shrinking base of price-insensitive bond buyers, and massive AI-related corporate bond issuance competing with go...