What is causing the global bond sell-off?

India hints at the answer

2026/9/8
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China’s $54bn capital boost for banks falls far short

Old problems bedevil balance-sheets and hold back lending

2026/9/8
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Inflation is back around the world—as is the fight against it

Central banks are raising interest rates again

2026/9/6
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The jobs apocalypse is postponed. An AI jobs boom is here

Initial effects of the technology on employment look positive

2026/9/4
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Mexico is struggling to win over bond markets

Investors are unconvinced by Claudia Sheinbaum’s policies

2026/9/3
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China tries to look past the property slump

But its new policies could hurt construction and employment

2026/9/3
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Indian regulators’ attempts to protect retail traders are backfiring

The unintended consequences of curbs on options trading

2026/9/3
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Central banking has a forbidding future

But Kevin Warsh has bought himself time

2026/9/2
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Europe’s bond markets are suffering a post-holiday shock

Reasons for rising yields differ somewhat from those in America, but are no less problematic

2026/9/1
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IPO booms can spell trouble for the markets

Companies go public in good times that may not last

2026/9/1
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