Topical Thoughts
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Temporary Treasury turbulence roils global bond markets
Robust growth and inflation figures in the US have caused the Fed to take a more hawkish stance and signal a slower pace of monetary easing. This has triggered a substantial rise in global bond yields which weighs on financial markets and the growth outlook. Inflation normalisation remains on track in most regions while it will take longer in the US, particularly if the incoming administration implements the inflationary policies announced during the campaign. Given elevated inflation rates and an uncertain policy outlook in the US we expect bond markets to remain volatile in the coming quarters. Nevertheless, global government bond yields are likely to fall back from current levels.
Robust growth and inflation figures in the US have triggered a substantial rise in global bond yields. Given elevated inflation rates and an uncertain policy outlook we expect bond markets to remain volatile in the coming quarters. Nevertheless, global government bond yields are likely to fall back from current levels.
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