The Bond Selloff Is About More Than Inflation

NewsletterOdd LotsThe Bond Selloff Is About More Than InflationA higher real rate regime.FacebookXLinkedInEmailLinkGiftExpandPhotographer: Al Drago/BloombergPhotographer: Al Drago/BloombergFacebookXLinkedInEmailLinkGiftGift this articleContact us:Provide news feedback or report an errorConfidential tip?Send a tip to our reportersSite feedback:Take our SurveyNew WindowFacebookXLinkedInEmailLinkGiftBy Joe Weisenthal and Tracy AllowayMay 26, 2026 at 5:37 PM UTCBookmarkSaveLock This article is for subscribers only.Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.If you like chatting with us, check out the Odd Lots Discord, where you can hang out and talk with us and with other listeners 24/7.