Geopolitics Alpha

The bond market is seeing trouble. Why investors are buying now anyway.

Published . Updated .

The 10-year Treasury note has logged its worst five-year return in more than a century, according to Goldman Sachs.

Directly affected

  • GS Goldman Sachs Group

    Named in this report.

Indirectly affected

  • GOVZ ISHARES 25 YEAR TREASURY STRIPS BOND ETF

    GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF

    GA selected LEMB as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AGGY WISDOMTREE YIELD ENHANCED US BOND FUND

    GA selected AGGY as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AGZD WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND

    GA selected AGZD as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BBLB JPMORGAN BETABUILDERS U.S. TREASURY BOND 20 YEAR ETF

    GA selected BBLB as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BNDS SERIES PORTFOLIOS TRUST INFRASTRUCTURE CAPITAL BOND INCOME ETF

    GA selected BNDS as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
GS———————
GOVZ———————
LEMB———————
AGGY———————
AGZD———————
BBLB———————
BNDS———————

The 10-year Treasury note has logged its worst five-year return in more than a century, according to Goldman Sachs.

Source: MarketWatch

Goldman Sachs Group (GS) since this story, compared with the market

Since the first closing price after “The bond market is seeing trouble. Why investors are buying now anyway.,” Goldman Sachs Group (GS) is -7.06%. The S&P 500 fund (SPY) is +0.65% over the same days, a -7.71% difference versus the market.

GS
SPY

Official trades in Goldman Sachs Group (GS) around 17 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Goldman Sachs Group (GS)

Companies mentioned with this story

  • GS Goldman Sachs Group

    For “The bond market is seeing trouble. Why investors are buying now anyway.,” Goldman Sachs Group (GS) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names GOLDMAN SACHS GROUP INC in the summary; GA resolved that company to GS

  • GOVZ Ishares 25 Year Treasury Strips Bond Etf

    Ishares 25 Year Treasury Strips Bond Etf (GOVZ) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “The bond market is seeing trouble. Why investors are buying now anyway..” Reason on file: GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LEMB Ishares J.P. Morgan Em Local Currency Bond Etf

    For “The bond market is seeing trouble. Why investors are buying now anyway.,” Ishares J.P. Morgan Em Local Currency Bond Etf (LEMB) is linked, with no stored direction, medium confidence. Reason on file: GA selected LEMB as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AGGY Wisdomtree Yield Enhanced Us Bond Fund

    Wisdomtree Yield Enhanced Us Bond Fund (AGGY) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “The bond market is seeing trouble. Why investors are buying now anyway..” Reason on file: GA selected AGGY as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AGZD Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund

    Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “The bond market is seeing trouble. Why investors are buying now anyway..” Reason on file: GA selected AGZD as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BBLB Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf

    In “The bond market is seeing trouble. Why investors are buying now anyway.,” Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf (BBLB) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBLB as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BNDS Series Portfolios Trust Infrastructure Capital Bond Income Etf

    For “The bond market is seeing trouble. Why investors are buying now anyway.,” Series Portfolios Trust Infrastructure Capital Bond Income Etf (BNDS) is linked, with no stored direction, medium confidence. Reason on file: GA selected BNDS as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Goldman Sachs Group (GS)

The 17 Sep 2026 story “The bond market is seeing trouble. Why investors are buying now anyway.” names Goldman Sachs Group (GS) because of this story.

What ties Goldman Sachs Group (GS) to the headline is this: The reported development directly names GOLDMAN SACHS GROUP INC in the summary; GA resolved that company to GS

A second company, Ishares 25 Year Treasury Strips Bond Etf (GOVZ), is listed for a different reason: GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for Goldman Sachs Group (GS)

GOVZ traded between 29.90 and 33.87 across 20 sessions. The latest close on file is 32.20. GS traded between 859.56 and 967.15 across 20 sessions. The latest close on file is 875.50. LEMB traded between 41.92 and 42.91 across 20 sessions. The latest close on file is 42.41.

How strong the case is around Goldman Sachs Group (GS)

46 out of 100

“The bond market is seeing trouble. Why investors are buying now anyway.” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.