Deep Tariff Angst - Where Now For U.S. Rates?
Source: SeekingAlpha
2025-03-12 01:55:00 ET
Summary
- Some weeks back, we identified some key drivers for lower Treasury yields. This update brings in tariffs as the latest influencer.
- They are forcing yields further lower, with likely more to come. But tariffs are a double-edged sword.
- And there are perception risks to take into account too. This thing could easily swing in the other direction in due course.
By Padhraic Garvey, CFA & James Knightley
The mood music for US rates changed a few weeks back, and has only intensified since
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Deep Tariff Angst - Where Now For U.S. Rates?
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