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FICC Strategy Insight

Bet On Higher US Treasury Yields Into Early 2027

Ryan Swift, Chief US Bonds Strategist Robert Timper, Chief Global Fixed Income Strategist
US Gov Sovereigns/Treasurys Inflation
Published on

US Treasury yields have fallen below our fair value estimate as investors rotated out of AI equities and into fixed income. We lay out why near-term inflation risks argue for a rebound, and the tactical trades we initiate to position for it.

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Topics

US
Gov Sovereigns/Treasurys
Inflation

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