US bond market leads global peers as yields rise amid selloff
Sep 1, 2026, 1:26 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
Rising yields typically compress equity multiples and shift rotation away from rate-sensitive growth stocks. If the 10-year yield remains elevated or climbs further, valuation levels across the S&P 500 could face multiple- and sector-rotation headwinds, as seen in prior rate-hike environments (2013 taper tantrum, 2018 rate shock) where equities underperformed during sustained higher-yield regimes.
AI summary
What happened, with direct paths to the underlying reporting
At the G20 gathering in Asheville, Treasury Secretary Scott Bessent claimed US bonds have outperformed worldwide since Trump’s return, even as the 10-year yield climbed to its highest in about 20 months amid a global selloff. The move underscores rising financing costs and could pressure equity valuations, with rate-sensitive sectors likely to underperform if yields stay elevated.
10-year Treasury yield at a 20-month high amid a broad global bond selloff.
Bessent touts US bonds as top-performing since Trump’s return.
Global tensions and oil prices add inflation risk and pressure yields.
G20 discussions shape near-term rate expectations and market sentiment.
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