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Broker call● Neutral for Indian equities
He’s been badmouthing Treasury bonds since 2020, but now ‘the big fat cushion’ of 5.25% yields is turning this strategist bullish
The brief
- The strategist is now bullish on Treasury bonds, citing a 5.25% yield cushion
- US bond yields can influence global borrowing costs and appetite for Indian bonds
- Bonds set for bruising September; stocks fare better
- Fed's Williams sees no urgency for next Fed rate hike
- US 30-year Treasury yield tops 5.61%, highest since 2002
- US bond yields hit 19-year high! What's driving the surge and why Nifty, Sensex are feeling the heat? Experts decode
- India bonds edge up on short covering as US yields cool