QIC says bond sell-off signals shift to higher-for-longer interest rate regime
Reuters2026/09/11 07:59- QIC flagged a global bond sell-off, with US 10-year yields up about 20 bps this week to 4.96%, near 2007 highs.
- US 30-year yields hit a 19-year high of 5.36%, despite efforts to limit the rise.
- Escalation in the Iran War lifted energy prices, with Brent at USD 108 a barrel, worsening the inflation outlook.
- Markets priced more tightening, with a 70% chance of a Fed hike next week, while the ECB deposit rate rose to 2.5%.
- QIC pointed to structural upward pressure from AI capex, energy transition, defense spending, signaling a higher-for-longer real rate regime.
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