PIMCO：Accrued Interest·· 2026-08-27AI Score38
What's Driving Higher Long-Term Bond Yields?
What’s Pushing Long-Term Bond Yields Higher?
AI summary
On the PIMCO podcast, Marc Seidner and Pramol Dhawan discuss the drivers behind rising long-term bond yields. Rising sovereign debt, a surge in AI-related corporate bond issuance, and inflation concerns have collectively pushed 30-year yields in the U.S. and elsewhere to two-decade highs. The episode also covers global term premiums, U.S. Treasury responses, AI bond issuance 'indigestion,' differences between 30-year and 10-year Treasuries, mixed data, and Jackson Hole.
Source:PIMCO：Accrued Interest · traffic.megaphone.fm