The Globe and Mail
🏢 Globe and Mail Inc. (Woodbridge)
May 28, 2026
· 4 min read
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Inflation challenges U.S. Treasuries’ traditional role in portfolios
Original article ↗ 🔒 Paywalled source — limited preview availableB.I.A.S. ANALYSIS
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Article Excerpt
Inflation challenges U.S. Treasuries’ traditional role in portfolios
KAREN BRETTELL
REUTERS
PUBLISHED MAY 28, 2026
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A selloff in government bonds is testing one of the most basic assumptions in markets: that Treasuries and other high-quality debt will cushion portfolios when stocks fall.
Long-dated bonds have come under pressure since the Iran war started, as investors demand more compensation for inflation, U.S. economic strength and expected increases in …
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