There’s a New Kid in Town in the Bond Market
It offers a short framing of the two-sided case for Treasuries at a moment when safe-haven flows and supply/inflation pressures are pulling in opposite directions, which is relevant to duration decisions in client bond allocations.
Summary
By the bonds & fixed income deskThis episode of WisdomTree's Basis Points podcast has Kevin Flanagan and Maggie Lucier discussing the Treasury market, where safe-haven demand has picked up as AI-related stocks sell off. They argue that solid growth, sticky inflation, a less predictable Fed and heavy Treasury and AI-related debt supply could limit the rally, and see those competing pressures pointing to a higher trading range for the 10-year Treasury yield.
- Treasuries are drawing safe-haven demand as AI-related stocks sell off.
- Solid growth, sticky inflation and a less predictable Fed are cited as forces keeping yields elevated.
- Heavy Treasury and AI-related debt supply could limit the rally.
- The hosts say those competing pressures point to a higher trading range for the 10-year Treasury yield.
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