Government debt supply and the risk of another bond selloff
A September 25, 2026 post puts U.S. 10-year yields around 5.34% and 30-year yields near 5.532%, arguing that heavy government borrowing could push yields higher still.
TLDR
A September 25, 2026 post warns of another possible bond selloff, pointing to heavy government borrowing and reduced central-bank buying. It says OECD countries are expected to issue around $18 trillion in sovereign debt in 2026, leaving private investors to absorb more. If those investors demand higher returns, the post argues, yields could rise further, making government debt, mortgages and corporate borrowing more expensive.
