Bond Market Gets Nervous about Rising Inflation, Ballooning Debt, Sees Rate Hike. Mortgage Rates Jump to 6.46% by Wolf Richter • Apr 4, 2026 • 63 Comments 10-Year Treasury yield bounced to 4.35% on Friday, after dipping earlier in the week. 30-year Treasury near 5%. Entire Yield Curve above EFFR.
2-Year, 3-Year Treasury Yields Spike, Flip to Rate Hike. Yield Curve Uninverts. Government Sold $606 Billion of Treasury Securities this Week as the Borrowing Must Go On by Wolf Richter • Mar 21, 2026 • 94 Comments Whiff of turmoil in the bond market as inflation fears moved to the front and center.
Treasury Yields Spike, 10-Year to 4.39%, 30-Year to 4.96%, Mortgage Rates to 6.5%, as the Bond Market Gets Antsy by Wolf Richter • Mar 20, 2026 • 54 Comments Bond market frets about inflation, leveraged Treasury bets unwind, housing market frets about spring selling season.
Bond Market Gets Edgy as US Treasury Debt Hits $39 Trillion, Spiking by $2 Trillion in 7.5 Months and Not Slowing Down by Wolf Richter • Mar 19, 2026 • 80 Comments But debt doesn’t exist in a vacuum: The Debt-to-GDP and Deficit-to-GDP ratios provide (ugly) context.
Treasury Yields Jump, 10-Year to 4.28%, 30-Year to 4.90%, Mortgage Rates Spike to 6.41%, on Inflation & Deficit Fears by Wolf Richter • Mar 14, 2026 • 54 Comments US Government sold $651 billion of Treasury securities this week into these rising yields.
10-Year & 30-Year Treasury Yields Jump, Yield Curve Steepens, Mortgage Rates Jump too, as Inflation Fears Move to the Top by Wolf Richter • Mar 7, 2026 • 71 Comments The bond market flipped from haven trade to inflation trade.
10-Year US Treasury Yield Flipflops, Spikes by 14 Basis Points to 4.07%, after Plunging to 3.93%, amid Massive Volatility by Wolf Richter • Mar 2, 2026 • 61 Comments It undid more than the entire haven trade that had started on Thursday and blew through the hot PPI inflation on Friday.
US Treasury Debt-to-GDP Ratio Rises to 122% in Q4, Highest since Covid Spike by Wolf Richter • Feb 21, 2026 • 171 Comments The ugly debt monster grew faster than current-dollar GDP.
Supreme Court Strikes Down IEEPA-Based Tariffs, Doesn’t Rule on Refunds (“Likely to be a ‘Mess’”) by Wolf Richter • Feb 20, 2026 • 83 Comments Markets not surprised. 10-year Treasury yield rises modestly.
US Government Sold $701 Billion of Treasury Securities this Week. As Deficits Balloon, Bond Math Is Relentlessly Brutal by Wolf Richter • Feb 14, 2026 • 115 Comments Sold $54B of 10-Year Treasury notes at 4.18% to replace $25B of maturing 1.73% 10-year notes, pushing up amount outstanding by $29B.
