Institute Publications
Rising Yields, Falling Rates: Investigating the ‘Reverse Conundrum’ in U.S. Treasuries
This paper examines the key drivers of bond market dynamics in the current economic environment, with a focus on the relationship between inflation, real yields, foreign investment trends, and gold. Given the persistently high interest rates, shifting inflation expectations, and global capital flows, understanding the factors influencing bond yields is critical for assessing market risks and opportunities.