SEI Investments says rising bond yields signal end to low-rate era
TLT•SEI Investments said the sharp rise in bond yields in the third quarter of 2026 signaled a shift away from low rates. Changes in 2- and 10-year U.S. Treasury yields ranked in the 90th percentiles of quarterly moves since 1990.
1. Yields rise sharply
SEI Investments said the global economy appears to have moved beyond the slow-growth, low-inflation environment that prevailed between the late-2000s financial crisis and COVID-19. It said current bond yields look more normal than levels seen through much of this century, despite unusual budget deficits and demographics.
