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News · ▼ Bearish · 5 sources confirmed · 2026-09-16 18:03 UTC

JPMorgan's Michele on Bonds: 'The Dominoes Are Starting to Fall' - Yahoo Finance

Why now

Thesis: Bond dominoes falling suggests rising credit stress and duration risk.

Catalyst to watch: Credit spreads and default rates.

Main risk: Contained credit stress.

Why it matters

Warning that bond dominoes are falling suggests rising credit stress and duration risk across fixed income.

Related assets & topics

20Y+ Treasury ETF · TLTHigh Yield Bond ETF · HYGInvestment Grade Bond ETF · LQD

Sources

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