Jim O'Neill considers the most plausible interpretations for a potentially concerning rise in yields.
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Economics
Aug 20, 2026
Jim O'Neill
What is the apparent fragility in the US bond market telling us? Since markets tend to be less wrong than those who comment on them regularly, their signals must be taken seriously, especially when they coincide with a relative softening in US inflation figures and other high-frequency economic indicators.
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U.S. government bonds are sagging as investors fret that hotter inflation will keep interest rate cuts on hold.
