#bessent #usa #bondmarket - No way for Bessent to control yields given the U.S. deficit: Analyst: CNBC International Live

13 September 2026

Matthew Rees, Head of Global Bond Strategies at L&G Asset Management, discusses the current state of the U.S. bond market and the likelihood of a credit or bond market event.

#ABCBusiness #ABCNEWS #ABCNEWSAustralia - The bond meltdown and AI bubble brewing the next global financial crisis | The Business | ABC News (Australia)

8 September 2026

Inflation is persistent, debt is high, interest rates are rising and questions linger over whether artificial intelligence will result in a world-changing productivity boom or prove to be the latest, and greatest, investment bubble. With the global financial system creaking under multiple pressures, a lot of smart people are warning that, eventually, something will have to give.

One of those people is Satyajit Das. He has spent around half a century working in global finance across major banks and corporations, including the Commonwealth Bank, Citigroup, Merrill Lynch and TNT. Since the mid-1990s he has been an independent financial consultant, author and media commentator.

Well before the Global Financial Crisis erupted in 2008, Das warned about the dangerous debt structures building underneath the boom that proceeded the bust, leading Bloomberg to name him as one of the world's fifty most influential financial thinkers in 2014.

Now he thinks another crisis is due to hit within the next couple of years. The two most likely culprits are rising interest rates, leading to what's been dubbed "Bondmageddon", and the potential realisation of a vast misallocation of capital on an unprecedented scale if AI fails to deliver the returns needed to justify the mammoth investments being made in it.

Satyajit Das made a special guest appearance on the ABC Business Daily podcast to discuss the rising risks with ABC business editor Michael Janda.

#ABCBusiness

He Called the Dot-Com and Housing Bubbles. Here’s What He’s Betting On Now

#BondMarket #CNNBreaksItDown #News - CNN explains the global bond market rout: CNN

4 September 2026

Global bond yields are up sharply, and that can put major pressure on consumers. CNN’s Phil Mattingly talks with David Goldman and Allison Morrow about why. Life is getting more expensive. What’s next? Stream CNN Breaks It Down for answers on the CNN app: https://cnn.it/4bZ6MRr #BondMarket #CNNBreaksItDown #News

Apologies for the video being removed for events beyond our control

Global Bond Yields Rise, Waller Speaks Out | Real Yield 9/3/2026

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Field Income Portfolio Manager Kelsey Berro, Federated Hermes Senior Portfolio Manager Deborah Cunningham, Invesco Head of North American Investment Grade Credit Matt Brill, and BNP Paribas Head of US Credit Strategy Meghan Robson.

Bond selloff deepens: Here's why it matters to you

Global bond yields hit major new highs as renewed fighting in the Middle East lifted oil prices and traders braced for interest rate ‌hikes, putting pressure on stock markets around the world. #bonds #market #business #News #Reuters #Newsfeed