The yields of 10-year government bond yields in the US and the UK have already more than reversed their initial falls following the Fed’s and the Bank of England’s policy announcements and we think they will rise further over the coming year or so, along with government bond yields in other developed markets.
Markets Drop-In (11th May, 10:00 EDT/15:00 BST): We’re discussing our Q2 Outlook reports and what they say about the potential performance of bonds, equities and FX rates as inflation peaks in a special 20-minute briefing on Wednesday. Register now.
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