What’s Pushing Long-Term Bond Yields Higher? | 27 Aug 2026 | Podcast for Financial Advisors | Accrued Interest | PIMCO U.S.

1. Executive Briefing (TL;DR)

• Top Key Takeaways:

  • Global Expansion of Term Premiums: Term premiums are expanding globally across major economies (US, Japan, UK, France), reflecting broader demand for higher compensation when locking up capital long-term [00:03:49].
  • Real Rate Spikes & 30-Year Treasury Stress: The US 30-year real yield breached the critical 3.0% threshold, prompting the US Treasury to intervene via tactical buyback announcements and shifting issuance away from the ultra-long end [].