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Prof G Markets · Friday, September 11, 2026

Bond Market Revolt: Investors Demand Higher Returns Amidst Government Borrowing Spree

Katie Martin explains that the bond market is starting to "revolt" against governments borrowing excessively, leading to demands for higher returns from investors. The US national debt has surpassed $40 trillion, with some countries now spending more on debt servicing than defense.

personKatie Martin

The tape

3 quotes
But I think the, the most powerful one is that governments are just borrowing too damn much money.
You know, the US national debt has, of course, crossed through 40 trillion dollars for the first time.
You've got a whole bunch of countries, including the US, that are now spending more money on keeping current with their debts than they are on defense.
Heard on Prof G Markets — “Why The Bond Market Is Starting To Revolt — ft. Katie Martin, published Friday, September 11, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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Bond Market Revolt: Investors Demand Higher Returns Amidst Government Borrowing Spree — Heardvine