Bond yields have fallen because recessionary data has come through across growth and inflation metrics, with disinflationary pressures (particularly in oil demand) indicating economic weakness rather than merely lower inflation.
causalpending
Speaker
Keith McCullaEvidence Quote
“to get bond yields down like this you have to have recessionary data which we just did across the board in growth data [1:33]”
Created: 8/11/2026, 1:04:14 AM
My Notes
Loading notes...