US Bond Market
7 mentions across Convex research, last mentioned
Recent Analysis Mentioning US Bond Market
Brent marked $90.75 early Thursday. Ten-year inflation compensation closed Wednesday at 2.26%, two basis points above its June 30 level.
RatesA 52-basis-point collapse in the 2-year yield sets up the most dangerous macro tension of 2026.
RatesScenarios Involving US Bond Market
What happens when the bond market prices in deflation? When breakeven inflation crashes below the Fed target, it signals a deflationary spiral that changes the playbook for every asset.
What happens when 30-year Treasury yields surge above 5%? Bond market stress, fiscal concerns, and equity multiple compression.
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