Should we be worried about the bond market?

Bond yields have spiked, especially in advanced economies. But why is that? And what does that actually mean? Alice Fulwood, US business editor at the Economist and co-host of the podcast Money Talks, joins Josh and Jessie to decode the signals in the global bond market—from Iran inflation concerns to growing government debt.

Listen to The Guide to the Global Economy wherever you get podcasts

Guide to the Global Economy is your go-to podcast for navigating the increasingly busy intersection of global economics, finance, national security, and geopolitics. Through interviews with leading experts and behind-the-scenes insights from the Atlantic Council’s GeoEconomics Center, we break down the storylines that matter most for the global economy—from major news everyone’s talking about to developments few have noticed. These days, if you don’t get economics, you don’t get Washington. From tariffs to crypto to sanctions and beyond, our team is here to guide you. Watch and listen wherever you get your podcasts.

Guide to the Global Economy Podcast

These days, if you don’t get economics, you don’t get Washington. From tariffs to crypto to sanctions and beyond, our team is here to guide you. Watch and listen wherever you get your podcasts.

Econographics May 27, 2026

Don’t call it a G7 comeback

By Bart Piasecki

The G7’s equity rebound may look broad-based. In reality, it’s largely a tale of US tech dominance, driven by the “Magnificent Seven” and an extraordinary concentration of global market power.

Economy & Business

Inflection Points May 6, 2026

The real trouble with the US debt topping 100 percent of GDP

By Frederick Kempe

The argument over whether this marks an inflection point divides economists, policymakers, and investors into two camps.

Economy & Business Fiscal and Structural Reform

Econographics Feb 10, 2026

China’s warning on US Treasuries—and why its timing matters

By Jeremy Mark, Josh Lipsky

Beijing has joined the conversation on the dollar. It was leaked this week that Chinese regulators have been urging domestic financial institutions to cut back on US Treasuries, and this timing is no coincidence.

China Dollar Dominance

At the intersection of economics, finance, and foreign policy, the GeoEconomics Center is a translation hub with the goal of helping shape a better global economic future.

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Related Experts: Jessie Yin and Josh Lipsky

Image: Close up government bond yields and prices of United States, US treasuries. Financial markets, investment, debt, analyzing, market data. 3D illustration img_bond_market021s05_global_interest_rates No Use Switzerland. No Use Germany. No Use Austria