What’s driving the rise in global bond yields?

Viewpoint by Russell Investments

Viewpoint by Russell Investments
What’s driving the rise in global bond yields?
Sep 04, 2026
Russell Investments

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Date of first use: September, 2026

Episode Artwork What’s driving the rise in global bond yields? 6:29 Episode Artwork More signs of growth across AI and Europe 4:40 Episode Artwork Policy signals shape the rates outlook 5:33 Episode Artwork Strong earnings, softer inflation, happier markets 2:43 Episode Artwork AI borrowing reshapes the bond market 5:30 Episode Artwork Central banks hold steady as semiconductor volatility returns 2:58 Episode Artwork Higher oil, AI spending and tariffs test markets 4:46 Episode Artwork Strong earnings and a Goldilocks economy backstop markets 4:12 Episode Artwork Growth broadens as markets look beyond geopolitics 4:36 Episode Artwork The Strait is open. What's next for markets? 4:19 Episode Artwork New Fed Chair changes the conversation 4:40 Episode Artwork Opportunities emerge in a higher-yield world 5:34