The $10 Trillion Pool of Negative Debt Is a Late-Cycle Reckoning

  • Low bond yields spur rush for risk late in the business cycle
  • Investor at TwentyFour Asset in capital-protection mode
Bryce Doty, senior vice president at Sit Fixed Income, discusses the prospect of a recession.Daybreak: Americas." (Source: Bloomberg)
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The stockpile of global bonds with below-zero yields just hit $10 trillion -- intensifying the conundrum for investors hungry for returns while fretting the brewing economic slowdown.

A Bloomberg index tracking negative-yielding debt has reached the highest level since September 2017 as 10-year bunds trade in negative territory and the U.S. yield curve flashes recession warnings.