Odd Lots: What's Driving Global Bond and US Treasury Yields Higher?

On this episode of the Odd Lots podcast, Luke Kawa, head of markets at Sherwood News, joins Tracy Alloway and Joe Weisenthal to discuss how domestic and global growth impulses are driving many of the market moves we're seeing, from persistent inflation to rising global bond and U.S. Treasury yields. The conversation examines the forces behind higher yields, connecting them to broader questions about economic momentum, inflation pressures and the path of monetary policy. Kawa helps unpack why bond markets in the U.S. and around the world have been repricing, and what that means for investors and the economic outlook. Alloway and Weisenthal guide the discussion through the interplay between growth data, inflation and fixed-income markets, offering listeners a framework for understanding why yields are climbing and what signals the bond market may be sending about the road ahead.