Inflation is the theme of the 2020s and bond yields are pricing-in more of it. Our research aims to anticipate swings in the market as macro conditions shift. Want to access our research? Subscribe at the link below to access our latest analysis: https://t.co/kv5b3o7wKa
Why now
Thesis: Inflation persistence keeps upward pressure on yields
Catalyst to watch: CPI prints and Fed guidance
Main risk: Disinflation could reverse the yield move
Why it matters
Persistent inflation expectations push bond yields higher, pressuring duration-sensitive assets and equity multiples.
Details
Inflation is the theme of the 2020s and bond yields are pricing-in more of it. Our research aims to anticipate swings in the market as macro conditions shift. Want to access our research? Subscribe at the link below to access our latest analysis: https://t.co/kv5b3o7wKa
Related assets & topics
InflationTreasury BondsSources
- x · 2026-09-24 23:54 UTC