Expect Worse Before It Gets Better for Bond Markets -- Market Talk
Dow Jones2026/09/02 05:070507 GMT - The bond market outlook could get worse before it gets better, Allianz Research analysts say in a note. "While current yield levels look attractive, the negative feedback loop between higher rates and debt sustainability could trigger self-fulfilling prophecies in several countries," they say, pointing to France, Italy, U.K., Japan and the U.S. They estimate temporary yield spikes of up to 70 basis points before central banks would weigh in. "But overall, we consider risks as balanced as any demand side shock would rapidly lower yields." (emese.bartha@wsj.com)
(END) Dow Jones Newswires
September 02, 2026 01:07 ET (05:07 GMT)
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Jyske Bank agrees to buy wealth manager Formuepleje
Charoen Pokphand Indonesia says unaware of material information behind CPIN share volatility
Palo Alto CEO Says $5 Trillion AI Buildout Needs New Security Stack
Accor launches EUR 380 million 2032 convertible bond offering