Surveillance: ‘Something Will Break’ With Yields Grinding Higher

JPMorgan Asset’s Lebovitz sees a greater risk of a ‘financial accident’

Bond traders are still nervous, even with Congress’s late-night heroics during the weekend to avert a government shutdown.

Photographer: Anna Rose Layden/Bloomberg

Welcome to the Bloomberg Surveillance newsletter, a daily look at the best interviews and insights from Bloomberg Television and Radio’s flagship morning show co-hosted by Tom Keene, Jonathan Ferro and me. Sign up here if you’re not yet a newsletter subscriber.

It’s not just the level of yields that’s alarming many investors. It’s the pace of the rise.