September 24: Global Bond Sell-Off September 24, 2026 10:20 PM GMT Global Macro Commentary | Global Oil extended gains amid geopolitical tensions; US data remained firm and Fed rhetoric stayed hawkish; global yields rose; EM FX weakened; Banxico held at 6.50%; DXY at 101.26 (+0.2%); US 10y at 5.20 (+8.4bp). Higher energy prices, resilient US activity, and increasingly restrictive policy expectations drove a global duration sell-off, strengthened the dollar, and pressured rate-sensitive and carry-oriented as ...