Why bond markets suddenly matter again - St. James’s Place
Why now
Thesis: Bond yields may drive equity valuations.
Catalyst to watch: Yield movements.
Main risk: Equity de-rating if yields spike.
Why it matters
Renewed focus on bond markets suggests yields may drive equity valuations and risk appetite.
Sources
- googlenews · news.google.com · 2026-09-04 08:03 UTC