The bond market's current state appears transitory rather than structural, meaning whatever is driving elevated yields will eventually normalize once the geopolitical shock resolves, though the timeline is uncertain.
forecastpending
Speaker
Michael LebowitzEvidence Quote
“whatever's going on in bonds is transitory...this is an event that will eventually go away, and with it we'll get normalization.”
Created: 8/12/2026, 6:23:20 PM
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