Standard Chartered Money Insights

Weekly Market View (9 July 2021): Bond yields - warning or opportunity?

July 09, 2021
Standard Chartered Money Insights
Weekly Market View (9 July 2021): Bond yields - warning or opportunity?
Show Notes

The pullback in US government bond yields has contrasted with the ongoing reflation and recovery narrative. Are lower bond yields signalling challenges ahead? 

We believe not, given the fall in yields is driven by positioning, falling economic surprises and inflation expectations. Instead, we believe it is creating an entry opportunity in Value and non-US equities and High Yield bonds.

Speakers: 

  • Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
  • Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank


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