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Bond yields are 'elephant in room' stock investors are ignoring

While Wall Street strategists are watching the rise in global yields with some concern, they remain bullish on equities. Find out more

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financialpost.com

economictimes.indiatimes.com

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financialpost.comStai leggendo21 h fa

Bond yields are 'elephant in room' stock investors are ignoring

Fund managers hold 56% in equities (Nov 2021 high) despite bond yields being the second-biggest equity threat; Treasury buybacks brought 10-year yields to 4.65%. Rising yields compress tech valuations for M&A and capex, yet sustained bullishness signals earnings confidence—yield curve volatility is now critical for IT budget planning.

originale

economictimes.indiatimes.com14 h fa

Bond yields are the 'Elephant in the Room' stock investors are ignoring

Global fund managers hold 56% in equities (highest since Nov 2021) as rising bond yields at 4.65% rank the second-largest market threat. Earnings strength sustains the bull case, but consensus expects capitulation if 10-year yields climb past 5%.

Timeline cronologica

giovedì 20 agosto 2026·financialpost.com
Bond yields are 'elephant in room' stock investors are ignoring
While Wall Street strategists are watching the rise in global yields with some concern, they remain bullish on equities. Find out more
venerdì 21 agosto 2026·economictimes.indiatimes.com
Bond yields are the 'Elephant in the Room' stock investors are ignoring
Global fund managers hold the highest equity proportion since late 2021. Rising bond yields are seen as a significant threat to stock markets. Stronger earnings expectations and…