Rates & bonds

Daily change +0.1% TLT · 2026-09-02
How unusual 0.2σ within its normal daily range
Volume 0.6× versus its recent average
News coverage normal versus a typical week
News direction higher where most new coverage points

Move and volume are exchange data for the traded measure named above, which stands in for this market. Not a recommendation, and not the market itself.

Today's read — opening

The gist: Global interest rates and sovereign bond yields are leaning higher, driven by a widespread bond sell-off that has pushed yields to multi-year or multi-decade highs in several major economies. While Canadian rate expectations appear sideways ahead of an upcoming announcement, the broader global sentiment is shaped by persistent inflation risks and policy uncertainty.

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Updated 2026-09-02 13:13 UTC

Possible ripple (how one thing can knock into the next): rising oil prices → higher energy costs → central banks may keep interest rates higher for longer → borrowing costs for homes and cars could stay elevated

Today's headlines here

20260902 053000Z Koliko Amerikance košta rat s Iranom ? danas.rs
20260902 064500Z Andy Burnham great power struggle prospectmagazine.co.uk
20260902 064500Z Nordealta kova ennuste : Rahahanat aukeamassa kauppalehti.fi

Analysis on Rates & bonds

Hawkish Central Bank Signals Drive Global Yields Higher

Rising interest rate expectations and hawkish central bank rhetoric are creating upward pressure on global bond yields and complicating the outlook for rate-sensitive sectors.

Global Rates and Fiscal Fragility Amidst AI Expansion

A widening divergence between high-growth technology infrastructure and mounting global fiscal pressures is shaping a complex landscape for bonds and interest rates.

Global Yield Volatility and Structural Fragility in Credit Markets

Rising long-term US yields and structural shifts in global growth and housing finance are creating a complex landscape for fixed income and credit.

Divergent Paths in Global Rates and Sector Momentum

Central bank policy uncertainty and shifting labor data are creating a complex landscape of localized strength and broad structural fragility.

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