Global Bonds

GLOBAL MARKETS CALL: French Toast & Brazilian Bossa Nova

Oct 10, 2026 4 min read

I. Bonds The global bond market remains jittery, though yields may be starting to stabilize after their rout in recent months (chart). Nevertheless, geopolitical turbulence may still buffet them. Yields have risen for an assortment of reasons, from better-than-expected economic growth (US) to fiscal instability concerns (France). Brazil and China are the only major countries showing declines in bond yields so far this year (chart). Bond yields have

Ed Yardeni
Toby Hearst

GLOBAL MARKET CALL: Bond Vigilantes Gone Wild

Oct 4, 2026 5 min read paid

The Bond Vigilantes have gone wild worldwide, pushing government bond yields higher in developed and emerging markets alike. A month ago, we asked whether rising yields reflected stronger growth, higher inflation, or looming fiscal crises. We still think the answer is mostly growth. The exception is where government finances are weakest. There, bond investors are charging a fiscal-risk premium. France may be on the verge of a full-blown

Ed Yardeni
Toby Hearst

GLOBAL MARKETS CALL: Interest Rates Are Troubling

Sep 26, 2026 4 min read

I. Global Economy The global economy has been surprisingly resilient so far this year. There were dips earlier this year, when the Middle East war was in full swing; but in recent months, global industrial production and exports have rebounded to their record highs from before the war (chart). The All Country World MSCI forward revenues per share has continued to soar to record highs this year (chart). The All

Ed Yardeni
Toby Hearst

GLOBAL MARKETS CALL: Will The Bull Market Survive Higher Oil Prices & Bond Yields?

Sep 13, 2026 5 min read paid

The price of Brent crude is back above $100 a barrel. Government bond yields are rising nearly everywhere, with the 10-year yields of Australia and the UK both above 5.00% and the US’s at 4.97%. Either development would normally be enough to break a global bull market in stocks. Neither has so far. That's because corporate earnings keep climbing. The Fed, the Bank of

Ed Yardeni
Toby Hearst

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GLOBAL MARKETS CALL: French Toast & Brazilian Bossa Nova

GLOBAL MARKET CALL: Bond Vigilantes Gone Wild

GLOBAL MARKETS CALL: Interest Rates Are Troubling

GLOBAL MARKETS CALL: Will The Bull Market Survive Higher Oil Prices & Bond Yields?