There’s a New Kid in Town in the Bond Market
It offers a bond-market view on what could cap a Treasury rally and where the 10-year yield might trade, a question relevant to advisors positioning fixed income allocations for clients.
Summary
By the bonds & fixed income deskThis episode of Basis Points looks at competing forces in the Treasury market as safe-haven demand for Treasuries meets persistent pressures keeping yields elevated. Kevin Flanagan and Maggie Lucier discuss solid growth, sticky inflation, a less predictable Fed and heavy Treasury and AI-related debt supply, and why those pressures point to a higher trading range for the 10-year Treasury yield.
- Treasuries are drawing safe-haven demand as AI-related stocks sell off.
- Solid growth, sticky inflation and a less predictable Fed could limit a Treasury rally.
- Heavy Treasury and AI-related debt supply is cited as another pressure on yields.
- The competing forces point to a higher trading range for the 10-year Treasury yield.
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