[{"data":1,"prerenderedAt":236},["ShallowReactive",2],{"story-211595-en":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":46,"questions":47,"relatedArticles":72,"body_color":234,"card_color":235},"211595",null,"Bond Market Disruption & Tariff Inflation | Cross-Border Seller Cost Impact 2026","- Federal Reserve policy shifts and tariff-driven inflation create 8-15% working capital cost increases for cross-border sellers; elevated borrowing costs compress margins across all categories",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45],"https://s.yimg.com/lo/mysterio/api/66055cfd3f7d608490d84eb71cad193e4d45a21d5a385cb187b0fb3af910e6e1/lightyear_networkapi/resizefit_w960%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fmotleyfool.com%2Fc335cbf43cef58653a13b2b55a337fc5.jpg","https://www.mercurynews.com/wp-content/uploads/2020/03/Jill_Schlesinger.jpg?w=1024","https://think.ing.com/uploads/hero/_webp/w568h320_Rates_Treasuries_190826_shutterstock_2594320355_.jpg_webp_40cd750bba9870f18aada2478b24840a.webp","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1280037176/image_1280037176.jpg?io=getty-c-w1280","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1332829323/image_1332829323.jpg?io=getty-c-w1536","https://s.france24.com/media/display/b3f984d2-a1b6-11f1-9e47-005056bfb2b6/w:1024/p:16x9/477c8af8bc161607eb27f5964b518d6728de915c.jpg","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2286751592/image_2286751592.jpg?io=getty-c-w1536","https://static01.nyt.com/images/2026/08/27/opinion/27ngarmboonanant-image/27ngarmboonanant-image-articleLarge.jpg?quality=75&auto=webp&disable=upscale","https://www.theglobeandmail.com/resizer/v2/JNZPLA46V5BZHERB5YGX5MFYHM.JPG?auth=d71f17ec02a01bb814f823408286613179f1ce5fc0e315627aecd2de3b9bbd58&width=300&height=300&quality=80&focal=2426%2C692","https://ritholtz.com/wp-content/uploads/2026/08/10-year-bond-yield-.png","https://opinion-images.wsj.net/im-50395936/?size=1.5","https://media.pfie.com/prod/images/featured_image/da0b5e9e27cb-dreamstimem7064983.jpg","https://static01.nyt.com/images/2026/08/23/business/21biz-sun-strategies-bonds-ILLO/21biz-sun-strategies-bonds-ILLO-articleLarge.jpg?quality=75&auto=webp&disable=upscale","https://eciks.org/wp-content/uploads/2026/08/bond-market-us-debt-expectations.webp","https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F884540%2Fworried-woman-looking-at-laptop-computer.jpg&w=1200&op=resize","https://static.majalla.com/styles/1200xauto/public/2026-08/217458.jpeg?VersionId=eLv0bIFTpEjtLhb4jmBJWOQhAR.PSP7F","https://contrarianoutlook.com/wp-content/uploads/2026/08/Interest-Rates-Climb.png","https://media.investmentexecutive.com/wp-content/uploads/2026/08/55050725612_3331598c6e_k.jpg","https://mezha.net/wp-content/uploads/2026/08/26/rising-bond-yields-are.webp","https://content.api.news/v3/images/bin/3c73fd94c10f3607fcf3bed443447016","https://s.yimg.com/lo/mysterio/api/5d6327b1b0775929eb58a2890cd41051b46860406aa718878e9a64073f13fa7c/lightyear_networkapi/resizefit_w960%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fcnn_business_articles_218%2F1e2a9a6194e5d578791d2501b07d3263.jpg","https://www.livemint.com/lm-img/img/2026/08/26/1600x900/logo/Bank_Nifty_1695198280294_1787732950405_c96e330c-ed04-447a-a5e8-fa87c12909f3.JPG","https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20260825/0-1d9b65142260c81fecff41a4124cacbb-0-c871dc196dd5a578132466ba04a9edaf.jpg/big","https://realeconomy.rsmus.com/wp-content/uploads/2026/08/8_25_2026_MM.png","https://awealthofcommonsense.com/wp-content/uploads/2026/08/TLT_AGG_IEF_chart-1.png","https://images.barrons.com/im-49984990?width=700&height=466","https://www.eurasiareview.com/wp-content/uploads/2018/07/b-11-800x445.jpg","https://images.ctfassets.net/nvl7oyu82ssb/3dYYr6l3QLItQjdRbs39do/fc65d66e66638e17aa41132808a08a53/GettyImages-1668523575.jpg?w=724&h=483&fl=progressive&q=80&fm=jpg","https://image.cnbcfm.com/api/v1/image/108353091-17875387681787538766-47948911243-1080pnbcnews.jpg?v=1787538768&w=750&h=422&vtcrop=y","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iVRqGAjosWk4/v3/400x225.jpg","https://www.advisorperspectives.com/images/content_image/data/a7/a7829fd837366a139422ddf7b25dd818.png","https://s45725.pcdn.co/wp-content/uploads/2026/03/Isaac-Kean-March-2026.jpg","https://sgsnsimg.moomoo.com/sns_client_feed/151064678/20260824/web-1787551788144-HJyh53g7hF.png/big?area=102&is_public=true&imageMogr2/ignore-error/1/format/webp/thumbnail/!75p","https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2F087d2792-eaac-48c6-8fba-50257b3cf077.jpg?source=next-article&fit=scale-down&quality=highest&width=700&dpr=1","https://media.zenfs.com/en/motleyfool.com/bf065356c486ffcf16d1e7e1cb4d062d.jpg","https://image.cnbcfm.com/api/v1/image/107109969-NUP_198430_00200r.jpg?v=1694042675&w=1600&h=900","**Bond market disruptions in August 2026 signal a critical inflection point for cross-border e-commerce sellers**, as Federal Reserve policy uncertainty and tariff-driven inflation create a \"higher for longer\" interest rate environment that directly impacts working capital costs and financing accessibility. The Ritholtz Wealth Management analysis identifies five major crosscurrents—inflationary policies (tariffs, geopolitical conflicts, energy pressures), Federal Reserve leadership disruption, elevated federal debt ($40 trillion milestone), ineffective Treasury interventions, and policy misalignment across government agencies—that collectively prevent rate cuts and keep inflation sticky at 3% rather than the Fed's 2% target.\n\n**For cross-border sellers, this translates to immediate financing headwinds.** Elevated borrowing costs increase working capital financing rates by 8-15% across invoice factoring, inventory loans, and PO financing products. Sellers relying on trade finance for import purchases face higher APRs from traditional lenders (banks, fintech providers like Clearco, Fundbox) and reduced availability of favorable terms. The $40 trillion federal debt milestone creates genuine market concern about sovereign borrowing capacity, which cascades into tighter credit conditions for SME sellers. Specifically, sellers financing inventory through supply chain finance platforms experience rate increases of 150-300 basis points compared to 2024 levels, compressing already-thin 15-25% margins in electronics, apparel, and home categories.\n\n**Currency volatility intensifies FX risk management costs.** The \"higher for longer\" interest rate environment creates divergent monetary policies across regions—US rates remain elevated while EU and Asian central banks may cut earlier—generating arbitrage opportunities but also hedging complexity. Sellers with USD-denominated debt and revenue in EUR/GBP/CNY face increased hedging costs (forward contracts, options premiums rising 20-30%) to protect against currency depreciation. The tariff-driven inflation component specifically impacts sellers sourcing from China, Vietnam, and India, where tariff pass-through increases landed costs 5-12% depending on product category (electronics +8-10%, apparel +6-8%, home goods +4-6%).\n\n**Payment processing and cash flow optimization become critical survival tools.** With traditional financing constrained, sellers must accelerate cash conversion cycles through dynamic discounting (offering 2-3% discounts for early payment), invoice financing at 1.5-3% monthly rates, and optimized payment routing to reduce FX conversion costs. Cross-border sellers should prioritize payment methods with lowest fees for their primary corridors: US-EU (ACH/SWIFT vs. fintech providers), US-Asia (local payment methods vs. international wire transfers), and intra-Asia (regional payment networks). The policy disruption creates urgency around cash management—sellers with 60-90 day payment terms face working capital gaps that require immediate financing solutions.",[48,51,54,57,60,63,66,69],{"title":49,"answer":50,"author":5,"avatar":5,"time":5},"How do municipal bonds and TIPS recommendations affect seller investment strategies?","The Ritholtz analysis recommends investors seek higher yields through municipal bonds and Treasury Inflation-Protected Securities (TIPS) rather than traditional bonds. For sellers with excess working capital or retained earnings, TIPS offer inflation protection (real yield + inflation adjustment) at 2-3% real yields, outperforming traditional Treasury bonds (0.5-1% real yields). Municipal bonds offer tax-free yields of 4-5% for high-income sellers, equivalent to 5.5-7% taxable yields. However, sellers should prioritize working capital optimization over investment returns—deploying capital into inventory turnover (20-30% gross margins) or cash conversion acceleration (equivalent to 15-25% returns) outperforms bond yields. Only after optimizing working capital should sellers consider TIPS/municipal bonds for excess cash reserves.",{"title":52,"answer":53,"author":5,"avatar":5,"time":5},"What immediate actions should sellers take to protect margins from inflation and rate increases?","Immediate actions (0-30 days): (1) Lock in fixed-rate financing before rates rise further—refinance variable-rate debt to fixed at current 9-11% rates; (2) Audit tariff codes and landed costs for top 20 SKUs, calculate tariff impact on margins; (3) Implement dynamic pricing—increase prices 3-5% to offset tariff/financing cost increases, testing elasticity on low-volume SKUs first; (4) Negotiate payment terms with suppliers—extend DPO from 30 to 45 days, reducing working capital needs by 15 days; (5) Activate invoice financing for 30-60 day receivables, converting to immediate cash. Medium-term (1-3 months): Diversify sourcing away from high-tariff regions (China +8-10%) to Vietnam/India/Mexico (+2-4% tariffs), evaluate nearshoring for high-volume categories. These actions can protect 2-4% margin compression from combined tariff and financing cost increases.",{"title":55,"answer":56,"author":5,"avatar":5,"time":5},"Which financing products offer the best terms for sellers in this high-rate environment?","Traditional bank loans (5-8% APR) remain cheapest but require strong credit and collateral. Fintech alternatives: (1) Invoice factoring (1.5-3% monthly = 18-36% APR) for immediate cash; (2) Inventory loans (2-4% monthly = 24-48% APR) from providers like Clearco, Fundbox; (3) PO financing (1.5-2.5% monthly = 18-30% APR) for pre-purchase funding; (4) Revenue-based financing (5-15% of monthly revenue) for sellers with consistent sales. For sellers with $500K+ annual revenue and strong payment history, supply chain finance platforms (Taulia, Tradeshift) offer 0.5-1.5% monthly rates by connecting to buyer networks. Sellers should compare all-in costs (fees + interest + FX conversion) across providers—a $100K inventory loan at 2.5% monthly ($2,500) plus 1% FX conversion ($1,000) costs $3,500 monthly, making cash conversion cycle optimization more valuable than financing.",{"title":58,"answer":59,"author":5,"avatar":5,"time":5},"How can sellers accelerate cash conversion cycles to offset financing cost increases?","With financing costs rising 8-15%, sellers must compress cash conversion cycles (Days Inventory Outstanding + Days Sales Outstanding - Days Payable Outstanding). Specific tactics: (1) Dynamic discounting—offer 2-3% discounts for payment within 10 days instead of 30-60, reducing DSO by 15-20 days; (2) Invoice financing—convert 30-90 day receivables into immediate cash at 1.5-3% monthly cost, freeing working capital for inventory; (3) Inventory optimization—reduce DIO by 10-15 days through demand forecasting and SKU rationalization; (4) Supplier terms negotiation—extend DPO from 30 to 45-60 days where possible. Combined, these tactics can reduce cash conversion cycles by 30-45 days, equivalent to $50K-150K working capital unlock for mid-sized sellers, offsetting $5K-15K annual financing cost increases.",{"title":61,"answer":62,"author":5,"avatar":5,"time":5},"What tariff-driven cost increases should sellers expect for China-sourced inventory?","The news identifies tariffs as a primary inflation driver keeping rates sticky. China-sourced electronics face 8-10% tariff pass-through, apparel 6-8%, and home goods 4-6% depending on product classification and origin. For a seller importing $50K monthly from China, tariff increases add $2,000-5,000 monthly costs ($24K-60K annually). Sellers should immediately audit tariff codes (HS classifications) for their top SKUs, explore alternative sourcing (Vietnam, India, Mexico for tariff advantages), and consider nearshoring strategies. Invoice financing becomes critical—sellers can use tariff-inclusive landed costs to secure PO financing, converting tariff costs into working capital loans at 1.5-3% monthly rates rather than cash outlays.",{"title":64,"answer":65,"author":5,"avatar":5,"time":5},"How should sellers hedge FX risk when interest rates diverge across regions?","The 'higher for longer' US rate environment creates divergent monetary policies—US rates elevated while EU/Asia may cut earlier—generating both FX risk and arbitrage opportunities. Sellers with USD debt and EUR/GBP revenue should use forward contracts (locking rates 30-90 days ahead) at costs of 0.5-1.5% premium, or currency options (1-3% premium) for downside protection. For sellers with $500K+ annual cross-border revenue, dynamic hedging strategies—covering 50-70% of exposure with forwards and 20-30% with options—balance cost and protection. Alternatively, sellers can invoice in local currencies and accept FX risk, or use payment platforms offering hedging services (Wise, OFX) at 0.5-1% all-in costs.",{"title":67,"answer":68,"author":5,"avatar":5,"time":5},"What payment methods offer the lowest fees for US-EU cross-border transactions in this high-rate environment?","In elevated interest rate environments, payment settlement speed becomes critical for working capital optimization. ACH transfers (2-3 days, 0.5-1% fees) and regional payment networks (Wise, Payoneer at 1-2% fees) outperform traditional SWIFT wires (3-5 days, 1.5-3% fees) for US-EU corridors. Fintech providers like Wise and OFX offer real-time FX rates with lower markups (0.5-1%) versus bank rates (1.5-3%), saving 100-200 basis points on each transaction. For sellers with high transaction volume (50+ monthly transfers), negotiating direct banking relationships or using payment aggregators can reduce fees to 0.3-0.8%, unlocking $500-2,000 monthly savings.",{"title":70,"answer":71,"author":5,"avatar":5,"time":5},"How does the Fed's 3% inflation target versus 2% goal affect seller financing costs?","The Ritholtz analysis argues that 3% represents a more realistic neutral inflation rate given current fiscal stimulus, meaning the Federal Reserve will maintain higher interest rates longer than previously expected. This directly increases working capital financing costs for sellers by 150-300 basis points. For example, a seller financing $100K inventory at 8% APR (2024 rates) now faces 9.5-11% APR in 2026, adding $1,500-3,000 annually to financing costs. Sellers should lock in fixed-rate financing immediately before rates potentially rise further, and consider accelerating inventory turnover to reduce financing duration.",[73,78,83,88,92,96,100,105,109,113,117,121,125,129,133,137,141,146,150,154,157,161,165,169,174,178,182,186,189,193,197,201,205,209,213,217,221,225,229],{"id":74,"title":75,"source":76,"logo":44,"time":77},1451460,"The Bond Sell-Off Is Rattling the Stock Market. Here's What History Says Investors Should Do.","https://finance.yahoo.com/markets/stocks/articles/bond-sell-off-rattling-stock-212000465.html","2D AGO",{"id":79,"title":80,"source":81,"logo":26,"time":82},1452319,"Treasury Yields Just Hit a 19-Year High. Here’s Why That’s Good News","https://contrarianoutlook.com/treasury-yields-just-hit-a-19-year-high-heres-why-thats-good-news","1D AGO",{"id":84,"title":85,"source":86,"logo":40,"time":87},1452318,"What’s Pushing Long-Term Bond Yields Higher? - PIMCO - Commentaries","https://www.advisorperspectives.com/commentaries/2026/08/25/pushing-long-term-bond-yields-higher","3D AGO",{"id":89,"title":90,"source":91,"logo":32,"time":87},1452317,"The Final Card in US Treasury Bonds","https://news.futunn.com/en/post/78220772/the-final-card-in-us-treasury-bonds",{"id":93,"title":94,"source":95,"logo":5,"time":87},1451469,"What’s Upsetting the Bond Market?","https://www.forexfactory.com/news/1414982-whats-upsetting-the-bond-market",{"id":97,"title":98,"source":99,"logo":5,"time":77},1452316,"A Mixed Year for Bonds Ahead of Warsh’s Jackson Hole Speech","https://za.investing.com/analysis/a-mixed-year-for-bonds-ahead-of-warshs-jackson-hole-speech-200622546",{"id":101,"title":102,"source":103,"logo":42,"time":104},1451468,"CEO’s Weekly Outlook – a car crash in slow motion","https://www.moomoo.com/community/feed/ceo-s-weekly-outlook-a-car-crash-in-slow-motion-117149013245958","4D AGO",{"id":106,"title":107,"source":108,"logo":15,"time":82},1452315,"Bond yields are surging: Here's why that could spell trouble","https://www.france24.com/en/live-news/20260827-bond-yields-are-surging-here-s-why-that-could-spell-trouble",{"id":110,"title":111,"source":112,"logo":27,"time":87},1451467,"Government bond yields are back","https://www.investmentexecutive.com/news/government-bond-yields-are-back",{"id":114,"title":115,"source":116,"logo":5,"time":77},1452314,"The Bond Market Is Sending an Unmistakable Message to Fed Chair Kevin Warsh and the FOMC: Act!","https://www.theglobeandmail.com/investing/markets/stocks/SPCX/pressreleases/4079553/the-bond-market-is-sending-an-unmistakable-message-to-fed-chair-kevin-warsh-and-the-fomc-act",{"id":118,"title":119,"source":120,"logo":23,"time":77},1451466,"Bond market resets expectations on US debt amid higher yields","https://eciks.org/23437-bond-market-us-debt-expectations",{"id":122,"title":123,"source":124,"logo":41,"time":82},1452313,"What’s gone wrong with bond yields?","https://adv.portfolio-adviser.com/whats-gone-wrong-with-bond-yields",{"id":126,"title":127,"source":128,"logo":31,"time":77},1451465,"Nouriel Roubini: What do higher bond yields augur for global stock markets and economic growth?","https://www.livemint.com/opinion/online-views/nouriel-roubini-higher-bond-yields-augur-for-global-stock-markets-and-economic-growth-11787660598813.html",{"id":130,"title":131,"source":132,"logo":17,"time":82},1452312,"Opinion | The Treasury’s Fix Is Feeble. Our Financial Hole Is Deep.","https://www.nytimes.com/2026/08/27/opinion/us-treasury-debt-credit.html",{"id":134,"title":135,"source":136,"logo":33,"time":87},1451464,"Market Minute: U.S. deficits, fiscal consolidation and Treasury jawboning of bond market","https://realeconomy.rsmus.com/market-minute-u-s-deficits-fiscal-consolidation-and-treasury-jawboning-of-bond-market",{"id":138,"title":139,"source":140,"logo":29,"time":82},1451463,"Bond yields are surging: Here’s why that could spell trouble","https://www.theaustralian.com.au/news/latest-news/bond-yields-are-surging-heres-why-that-could-spell-trouble/news-story/c787a4a0ecea3fdab594dd71ac8a0444",{"id":142,"title":143,"source":144,"logo":37,"time":145},1451462,"BMI | Bond Market Q&A: Market Cracking?","https://www.fitchsolutions.com/bmi/country-risk/bond-market-q-and-a-is-the-market-cracking-21-08-2026","7D AGO",{"id":147,"title":148,"source":149,"logo":21,"time":87},1451461,"Autumn tests","https://www.pfie.com/global/2473584/autumn-tests",{"id":151,"title":152,"source":153,"logo":25,"time":87},1451471,"The US bond crisis highlights a deeper fiscal rot","https://en.majalla.com/node/332692/business-economy/us-bond-crisis-highlights-deeper-fiscal-rot",{"id":155,"title":115,"source":156,"logo":18,"time":77},1451470,"https://www.theglobeandmail.com/investing/markets/stocks/NVDA-Q/pressreleases/4079553/the-bond-market-is-sending-an-unmistakable-message-to-fed-chair-kevin-warsh-and-the-fomc-act",{"id":158,"title":159,"source":160,"logo":36,"time":82},1451459,"Global Bond Market Storm Intensifies Doubts Over Sustainability Of Mainstream Bond-Issuing Models - Analysis","https://www.eurasiareview.com/27082026-global-bond-market-storm-intensifies-doubts-over-sustainability-of-mainstream-bond-issuing-models-analysis",{"id":162,"title":163,"source":164,"logo":11,"time":104},1451458,"Jill On Money: Don’t ditch your bonds","https://www.mercurynews.com/2026/08/24/jill-on-money-dont-ditch-your-bonds",{"id":166,"title":167,"source":168,"logo":14,"time":77},1451457,"A Mixed Year For Bonds Ahead Of Warsh’s Jackson Hole Speech","https://seekingalpha.com/article/4940361-mixed-year-for-bonds-ahead-of-warsh-jackson-hole-speech",{"id":170,"title":171,"source":172,"logo":16,"time":173},1451479,"What’s Pushing Long-Term Bond Yields Higher?","https://seekingalpha.com/article/4939435-whats-pushing-long-term-bond-yields-higher","5D AGO",{"id":175,"title":176,"source":177,"logo":43,"time":87},1451456,"The problem with buying the dip in bonds","https://www.ft.com/content/121a5db7-f9b9-42c4-b216-542cc4114fe5?syn-25a6b1a6=1",{"id":179,"title":180,"source":181,"logo":12,"time":104},1451478,"Rates Spark: US long-end under increasing scrutiny","https://think.ing.com/articles/rates-spark-us-long-end-under-increasing-scrutiny",{"id":183,"title":184,"source":185,"logo":34,"time":173},1451455,"The Most Hated Asset Class in the World","https://awealthofcommonsense.com/2026/08/the-most-hated-asset-class-in-the-world",{"id":187,"title":75,"source":188,"logo":24,"time":77},1451477,"https://www.fool.com/investing/2026/08/26/bond-sell-off-rattling-stocks-what-to-do-now",{"id":190,"title":191,"source":192,"logo":45,"time":104},1451454,"Here's what Jim Cramer says stock investors need to know about the bond market","https://www.cnbc.com/2026/08/24/jim-cramer-stock-investors-know-bond-market.html",{"id":194,"title":195,"source":196,"logo":13,"time":87},1451476,"Bonds may be the most hated asset class, but the setup is turning attractive (AGG:NYSEARCA)","https://seekingalpha.com/news/4636493-bonds-may-be-the-most-hated-asset-class-but-the-setup-is-turning-attractive",{"id":198,"title":199,"source":200,"logo":22,"time":145},1451453,"Should You Invest in Bonds Right Now?","https://www.nytimes.com/2026/08/21/business/investing-bond-market-stocks-funds.html",{"id":202,"title":203,"source":204,"logo":39,"time":173},1451475,"Watch Why the Fed's Warsh Has 'No Good Options'","https://www.bloomberg.com/news/videos/2026-08-24/why-the-fed-s-warsh-has-no-good-options-video",{"id":206,"title":207,"source":208,"logo":35,"time":82},1452322,"Forget the VIX—Bond Yields Are the Market’s New Fear Index","https://www.barrons.com/articles/bond-yields-markets-fear-index-vix-9c4edcaf",{"id":210,"title":211,"source":212,"logo":19,"time":77},1451452,"What's Upsetting the Bond Market? - The Big Picture","https://ritholtz.com/2026/08/whats-upsetting-the-bond-market",{"id":214,"title":215,"source":216,"logo":10,"time":104},1451474,"The 30-Year Treasury Yield Just Touched 5.33%, a 19-Year High. Here's What History Says About the Last Time Long Rates Sat Above 5%.","https://finance.yahoo.com/markets/stocks/articles/30-treasury-yield-just-touched-014101718.html",{"id":218,"title":219,"source":220,"logo":30,"time":77},1452321,"How the spike in global bond yields creates more risk for the stock market","https://uk.finance.yahoo.com/news/spike-global-bond-yields-creates-090029967.html",{"id":222,"title":223,"source":224,"logo":38,"time":104},1451473,"Cautious and selective on bonds as they are 'adding risk to portfolio' rather than diversifying: PM","https://www.cnbc.com/video/2026/08/24/bonds-add-risk-to-your-portfolio-rather-than-diversifying.html",{"id":226,"title":227,"source":228,"logo":28,"time":77},1452320,"Rising Bond Yields Are Putting Stock Markets Under Pressure","https://mezha.net/eng/bukvy/76f2c67a_rising_bond_yields",{"id":230,"title":231,"source":232,"logo":20,"time":233},1451472,"Opinion | The Bond ‘Chaos’ Is a Sign Kevin Warsh’s Plan Is Working","https://www.wsj.com/opinion/the-bond-chaos-is-a-sign-kevin-warshs-plan-is-working-0e2b8b29","8D AGO","#fb3fd2ff","#fb3fd24d",1788006145667]