Bond Market Collapse

Expert analysis of the U.S. bond market crisis, Treasury yields, and what it means for your finances.

• CEO Confidence Just Cratered Into Negative Territory — and the Bond Market Can't Save Anyone This Time

  The Conference Board's Measure of CEO Confidence plunged 12 points in Q2 to 47, falling below the line that separates optimism from pessimism for the first time in over a year. In a normal cycle, collapsing corporate confidence sends money rushing into Treasuries and pulls yields down. This is not a normal cycle.

• Citi Targets 5.5% on 30-Year Treasury as 'Big Beautiful Bill' Adds $3.5 Trillion to U.S. Debt

  !30-Year US Treasury Yield Chart(https://wolfstreet.com/wp-content/uploads/2026/01/US-Treasury-yield-01-31-2026-30-year.png) The bond market is not done repricing American fiscal risk. After the 30-ye...

• 30-Year Treasury Hits 5.2%: Highest Since 2007 as Iran War and Inflation Collide

  The bond market's warning lights are flashing red. The yield on the 30-year U.S. Treasury bond rose to 5.2% in mid-May 2026, its highest level since July 2007 — just before the Great Financial Crisis ...

• National Debt Interest Now Consumes Record 19% of Federal Revenue — CRFB Warns of 30% by 2036

  Interest payments on the national debt consumed a record 3.25% of GDP and 19% of all federal revenue in FY2025. The Committee for a Responsible Federal Budget warns this could hit 30% of revenue by 2036 if yields remain elevated—entering debt spiral territory.

• Global Bond Rout: US 30-Year at 5.2%, Japan at 4%, UK Near 6% — The Synchronized Selloff

  A synchronized global bond selloff has pushed the US 30-year Treasury to 5.2% (its highest since 2007), Japan's 30-year to 4% (a level not seen since 1999), and UK gilts to a 28-year high. The Iran war's inflation shock is overwhelming every major debt market simultaneously.

• The 5% Long Bond Line Is Back: Why the Treasury Market Still Feels Tense

  The 30-year Treasury is back at 5%. Here's why this level matters for mortgage rates, federal borrowing costs, and bond investors in 2026.

• The Yield Curve Has Been Inverted for Three Years — History Says a Recession Is Now Unavoidable

  The U.S. yield curve has been inverted for three consecutive years. Historical patterns suggest a recession is no longer avoidable — here's the evidence.

• Foreign Holders Are Quietly Dumping U.S. Treasuries — and the Numbers Are Getting Hard to Ignore

  China and Japan are quietly reducing U.S. Treasury holdings. The TIC data reveals a troubling trend that bond investors can no longer ignore.

• PIMCO and Amundi Pivot Away from U.S. Bonds: Inside the 'Sell America' Trade

  PIMCO and Amundi are shifting away from U.S. bonds in favor of European and Asian debt. Inside the 'Sell America' trade shaking Treasury markets.

• Davos 2026: Dimon Warns on $38 Trillion Debt — 'You Can't Keep Borrowing Money Endlessly'

  At Davos 2026, Jamie Dimon warned the U.S. cannot keep borrowing with $38 trillion in national debt. Here's what his warning means for bond markets.

• America's Municipal Bond Market Is Cracking Under the Weight of Unfunded Pensions

  America's $4 trillion municipal bond market is showing cracks as unfunded pension obligations spiral. We examine which states face the highest default risk.

• Corporate Bond Spreads Hit Three-Year Highs as Credit Stress Builds Across the Economy

  Corporate bond spreads widened to three-year highs in late 2025, signaling rising credit stress across the economy. Here's what investors should know.

• U.S. Deficit Hits $2 Trillion in Fiscal Year 2025 — A New Record That Should Alarm Every Bond Investor

  The U.S. federal deficit reached a record $2 trillion in 2025. Here's why this historic shortfall is alarming bond investors worldwide.

• Japan's Treasury Dump: Tokyo Sells $80 Billion in U.S. Bonds to Defend the Yen

  Japan sold $80 billion in U.S. Treasuries to defend the yen from collapse. Learn why this massive foreign bond dump rattled global debt markets.

• Moody's Strips U.S. of Last Triple-A Rating — What It Means for the Bond Market

  Moody's removed the U.S. triple-A credit rating. Here's what this historic downgrade means for Treasury yields, bond prices, and your portfolio.

• Reuters Poll: Tariff Inflation Will Keep Long-Term Treasury Yields Elevated Through 2025

  A Reuters economist poll finds tariff-driven inflation will keep long-term Treasury yields elevated through 2025, pressuring bond prices and borrowing costs.

• Jamie Dimon's June Warning: 'A Bond Market Crack Is Going to Happen'

  JPMorgan CEO Jamie Dimon warned in June 2025 that a bond market crack is inevitable. We break down what he said and why Wall Street is taking notice.

• The Liberation Day Bond Market Revolt: When Investors Stopped Trusting the U.S. Safe-Haven

  Liberation Day tariff announcements triggered a rare bond market revolt as investors dumped U.S. Treasuries, shaking faith in the safe-haven trade.

• Federal Reserve Holds Rates as 2025 Begins: What Bond Investors Need to Watch

  The Federal Reserve holds interest rates steady as 2025 begins. Here's what bond investors need to monitor as inflation and debt concerns mount.