Our Scans · (FS.5.01) Bond Market · Weekly Summary

• Borrowing Binge Helps Drive Up Government Bond YieldsAnalysts said the recent rise in Treasury yields partly reflected investor expectations that A.I.-driven growth could keep interest rates elevated. The New York Times
• US junk bond yields and risk premiums rose for a second session on Wednesday as elevated oil prices stoked inflation fears, with CCCs the worst-performing tier. Saxo Markets
• From elevated stock valuations and evolving Artificial intelligence leadership to attractive bond yields and a resilient economy, the second half of the year presents both opportunities and risks worth understanding. Ameriprise Financial
• Recent Wharton research explains a long-standing puzzle in bond pricing to provide a more reliable foundation for evaluating corporate credit risk. Knowledge at Wharton
• Saudi sukuk, Shariah-compliant debt instruments that function similarly to bonds, with a remaining maturity of up to 15 years, will be eligible for inclusion in the Government Bond Index-Emerging Markets, the most widely tracked benchmark of its kind, with $233 billion in assets tracking it.
• By transforming qualitative instability into structural, time-tested metrics, the International Country Risk Guide framework allows institutional investors to price political capital taxes, model sovereign bond yield divergence, and insulate global portfolios from systemic macro stress. PRS Group
• The longer-dated 30-year Treasury bond yield, which moves in line with broader geopolitical risks, gained nearly 3 basis points to 5.007%. CNBC
• US stock and bond markets will likely perform well, too, but lag in cyclical areas such as materials and industrials. Morningstar, Inc.
• The next ex-dividend date is expected in the coming months based on its quarterly payout cycle, and the dividend yield remains attractive relative to UK government bond yields. Kalkine
• The Return of the Bond Vigilantes: If fiscal discipline in the U.S. or Japan becomes too lax, long-term interest rates could surge, leading to a valuation adjustment in stock prices 23. note
• SpaceX is telling investors it has lined up investment-grade ratings from three major bond graders, which could help it cut funding costs as it continues to raise financing after its $75 billion IPO. financialpost

Last updated: 22 September 2026