BND: Strategy Room Bonus - Have we entered an era of higher rates?

The Banker Next Door · Sep 13, 2026 · 22m

This video is a clip from BND: Strategy Room Live Stream on September 5, 2026. Bond market yields are not just increasing in the U.S. they are increasing all over the western world. France, Italy, UK, and Japan have all seen increasing 10-year treasury yields. The growing global debt of $350 trillion is getting very expensive to service. Inflation, the war with Iran, $40 trillion in national debt, and a new Fed chairman are all weighing on the U.S. bond market. This leads to several questions. Will the U.S. require a weaker market (i.e. recession) to achieve lower yields? Have we entered a…