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

• [New] Earlier in 2026 that total U.S. investment-grade corporate bond issuance in 2026 could surpass a previous record. IndexBox Inc.
• [New] If the Fed cuts rates by 50 basis points over a year, a quality corporate bond fund with a duration of seven years could see its price jump by approximately 3.5% - in addition to its yield. Commons Capital
• [New] Fitch downgraded multiple SLM backed student loan bond tranches, citing higher default rates and rising maturity risk. Yahoo Finance
• The SEC is expected to extend the existing tokenization regime to cover a wider set of investment-grade tokenised instruments, including bond tokens, tokenised fund units, and other on-chain representations of traditional securities. / Thailand Hogan Lovells
• The yield on the 10-year government bond stood at 11.2% in June, presenting a compelling, albeit higher-risk, alternative for global income investors. The Rio Times
• France will auction a new 3 Y bond alongside the reopening of two intermediate maturity lines and three inflation-linked bonds. investing.com
• Financial pundits are speculating about a hypothetical Mar-a-Lago Accord wherein the US will swap US treasury and bond debt for a new, no-yield, ultra-long-term bond. Houston Geological Society
• From pension fund capital flows to sovereign debt risk, from healthcare investment to automation-driven productivity, the aging population economic impact is reshaping global bond markets and forex dynamics. seaglobalfx
• South Africa's benchmark 2035 government bond yield was around 8.22%. The Rio Times
• In 2026, sustainable bond issuance is expected to exceed USD 1 trillion, fueled by higher redemptions, continued investment in the energy transition aligned with 2030 targets, and rising energy demand associated with economy wide-electrification and AI-related infrastructure needs. Natixis - Natixis CIB
• At close to 3%, inflation is already well above the Fed's long-term target of 2%, and further pressure to cut rates could cause long-term bond investors to revolt and sell longer maturity bonds (so-called bond vigilantism). IMTC
• The yield on Japan's 40-year bond rose to its highest mark since its debut last week, prompted by fears of steep government spending under Prime Minister Sanae Takaichi and rising inflation. ST
• Japan's markets face heightened volatility with the 40-year bond yield hitting 4% for the first time, signaling BOJ readiness for further rate hikes amid yen weakness and inflation risks, potentially pressuring the Nikkei after recent slides. IC Markets | Official Blog | Blog
• Stronger-than-expected U.S. data, including lower jobless claims and improving regional manufacturing surveys, pressured shorter maturities, while the long bond outperformed and ended near a five-week low in yield. Mortgage News Daily
• Common EU bond issuance for defence spending, and a call for more funding for the European Investment Bank is expected. UK - EN - Intermediary
• The German government bond yield is expected to increase from 2.89% to 2.97%. FuTu News
• High-yield and corporate bond markets could be busy in 2026, as robust dealmaking will raise demand for buyout financing and AI heavyweights will likely continue to seek capital to fund their data center investments. The Globe and Mail

Last updated: 31 March 2026