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Investment Weekly

Breaking down bonds
02 October 2026

    Chart of the week – Breaking down bonds

    Chart of the week – Breaking down bonds

    Click the image to enlarge

    G7 bond yields have risen by roughly 100 basis points since January, with long-dated US Treasuries and UK Gilts moving well above 5 per cent. This week we explore three competing explanations that could explain the sharp repricing.

    Market Spotlight

    • Nifty revival?

    Lens on..

    • Inflation – a different view
    • Europe cashing in
    • Double trouble