Building A Bond Framework For 2026: Duration, Credit, And Yield Opportunities

2026-02-25 02:30:00 ET

Equities tied to artificial intelligence and technology continue to dominate market attention, but the bond market may be setting up for a steadier, less visible opportunity in 2026. After the U.S. 10-year Treasury yield surged to multi-decade highs in late 2023, yields reversed meaningfully by year-end, signaling that the tightening cycle may have peaked.¹...

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