2026 market

Bond Rout 2026 became one of the most serious market shocks as persistent inflation, aggressive central bank tightening and surging Treasury yields triggered a sharp sell-off in bonds. The impact quickly spread to stocks, tech valuations, borrowing costs and traditional 60/40 portfolios. This analysis explains the critical warning signs behind the rout, the sectors most exposed, and the powerful strategies investors can use to navigate a higher-rate market.