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Webcast

Which Way For Bond Yields?

CoreMacro × FICC

10 Sep 2026

Peter Berezin

Peter Berezin

Chief Economist & Head of CoreMacro

Robert Timper

Robert Timper

Chief Global Fixed Income Strategist

Ryan Swift

Ryan Swift

Chief US Bonds Strategist

In this Webcast, Peter, Robert and Ryan discussed

  • Drivers of the recent bond selloff and whether it presents a buying opportunity for fixed income investors 
  • Topical issues pertaining to bonds, including: 
    • What to expect from a Kevin Warsh-led Fed
    • The odds of a capex bust
    • The impact of AI on interest rates
    • The risk of a fiscal crisis in the US and elsewhere

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