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Bond Strategists Warn Yields to Stay High Even If Iran War Ends - Bloomberg.com
Overview
Bond strategists warn that Treasury yields could remain elevated even if the Iran war ends, because other forces are now driving longer-term borrowing costs. Market commentary points to massive government borrowing and big investment needs—such as the AI buildout—combined with supply frictions as reinforcing upward pressure on real yields. The combined analysis suggests geopolitical risk has amplified volatility but is not the sole determinant of where yields settle.
Entities
ORGBloombergLOCUnited StatesLOCIran
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