Will the Bond Sell-Off Continue?

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Where Are Yields Heading?

 

The sovereign fixed income markets are the bedrock of the financial system, but they too are facing extreme volatility and huge challenges. Having suffered from a relative dearth of supply in recent years, bond investors now face an unprecedented surge in new issuance. If history is any guide, with or without Fed buying, US bond yields should rise sharply. And, despite Central Bank promises to maintain low or near-zero policy rates, the benchmark 10-year US Treasury note looks set to test 2-2½% yields, with the yield curve steepening sharply.

 

 

See our latest published research, Global View - Where Are Yields Heading? – March 2021

 

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