Emily Herbert

speaker

143 appearances 5 recordings 1 series first heard May 2026 last heard 2 Sep

Emily Herbert’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Aug 2026 with 2.

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FT News Briefing · What Meta’s $18bn settlement means for social media · 27 Aug 2026 podcast

And so that is making the relative attractiveness of some of those bond markets maybe less compared to some of the quite strong Southern European economies.

FT News Briefing · Borrowing costs hit multi-decade highs · 19 Aug 2026 podcast

Seeing the sell-off.

This sell-off at the long end of the government bond markets, it's been going on for a few trading sessions now.

And there seem to be a few different things behind it.

I think partly it's because oil prices have gone higher again.

Um, there's little sign of a US-Iran deal, which would bring oil prices back down.

And so investors are once again worried about inflation.

And this always makes government bonds sell off, which pushes yields higher.

At the same time, investors are worried about government debt levels again.

There's been a bit more chatter about this in the market recently.

The US national debt is closing in on $40 trillion.

So in very simple terms, if there's a bigger chance that the government won't be able to pay them back, they do demand extra yield on the bond before they will lend the government that money.

Yeah, I think that is having an impact.

And actually some of the investors that I've been talking to this week seemed to think that that was maybe more what was determining the timing of this sell-off.

After all, inflation and government deficits, they've all been worries for the market for months and months already.

But we're seeing more bonds, especially long dated bonds, come into the market from these tech companies who are trying to raise money for their AI spending.

This is effectively competing with the long dated government bonds for attention in the market.

So basically there's more bonds in the market.

Some of them are government bonds, some of them are corporate bonds from these big tech companies.

So there's just more supply.

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