Why High Bond Yields Look Like the New Normal
Why now
Thesis: High yields framed as structural, not temporary
Catalyst to watch: Inflation data or Fed guidance
Main risk: Regime call could be wrong if yields fall
Why it matters
If high yields persist, duration assets face sustained valuation pressure.
Sources
- googlenews · news.google.com · 2026-09-25 09:42 UTC
- googlenews · news.google.com · 2026-09-25 09:42 UTC