House View Daily | Treasuries face a challenging reset

Podcast: UBS On-Air: House View · Chief Investment Office

Opublikowano: 2026-10-02

The sell-off in US Treasuries reflects growing concern that inflation and policy rates could remain elevated. While further disinflation, easing energy pressures, or policy intervention may slow the rise in yields, volatility is likely to remain high in the near term. Investors should calibrate duration and credit risk carefully.