Global Bond Yields Rise, Waller Speaks Out | Real Yield 9/3/2026 | Bloomberg
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- Fed Swing Vote Signals Potential Pause: Fed Governor Chris Waller indicated he is willing to support holding policy rates steady if upcoming inflation data shows continued disinflationary progress, while maintaining that a hot inflation report would keep a rate hike on the table [00:02:05].
- Global Yield Spikes and Cross-Market Transmission: Global bond yields continue to face upward pressure due to sovereign balance sheet roll-offs, notably Bank of Japan (BOJ) balance sheet contraction and rate hikes, creating structural upward yield pressure across all developed markets [].
References
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