Yardeni 'Not Convinced' 5.25% Is the Top in Yields
Why now
Thesis: Yields may not have peaked, pressuring bonds
Catalyst to watch: JOLTS, PCE and payrolls data
Main risk: Yields could reverse if data softens
Why it matters
Yardeni sees bond vigilantes driving yields and is unconvinced 5.25% is the top, implying continued rate pressure on duration.
Details
Edward Yardeni, president at Yardeni Research, says the rise in yields “might be the revenge of the bond vigilantes” and explains why he finds good and bad news in the rapid repricing of the bond market. He speaks on “Bloomberg Surveillance.” -------- More on Bloomberg Television and Markets L
Sources
- youtube · 2026-09-29 12:52 UTC