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Rates

7 institutions have written about this across 11 indexed reports, producing 17 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.

Last updated · How views are extracted · Source policy

What institutions are saying

Wellington ManagementbearishUS10Y · US10Y
Long-term US Treasury yields are likely to remain elevated due to structural factors such as persistent fiscal deficits, heavy borrowing needs, and shifts in global capital flows, limiting the impact of temporary interventions.
ING THINKbullish
10-year EUR swap rates have risen close to 3.4%, highest since autumn 2023, driven by US spillover.
NatixisbearishUS Treasuries · US10Y
The US Treasury buyback program introduces significant uncertainty that increases term premium, making long-end USTs unattractive over the long term.
Wellington Managementbullish
Retain overweight stance on US rates relative to Germany; data shows stabilization not re-acceleration, bar for further material sell-off relatively high.
Wellington Managementbullish
Maintain modest overweight view on global duration; high starting yields and attractive carry support, but uncertainties around oil, fiscal policy and long-end supply moderate stance.
MUFGbearishUS 30-year Treasury · US10Y
The 30-year US Treasury yield has climbed above 5.28%, reversing the decline from the Treasury's expanded bond-buyback programme and reflecting persistent concerns over US debt and inflation.
ING THINKneutral
Front-end pricing of the EUR curve remains anchored, while long end may move with the US and see temporary reprieve.
ING THINKbullish
The reprieve in long-end rates could prove temporary, implying further upward pressure later.
Saxo Bankbearish
German 10-year Bund yield rises above 3.32%, a 15-year high, pressuring European equities.
NatixisneutralUS 10-year Treasury · US10Y
Natixis remains neutral on the long end of the UST curve, having turned from bearish just before the buyback announcement.
OCBC ResearchbearishUS10Y · US10Y
US Treasury yields are expected to remain elevated or rise further due to oil-driven inflation concerns, with 10-year at 4.71%.
OCBC Researchbearish10Y UST · US10Y
US Treasury yields are likely to remain elevated with the 10-year at 4.72% and 30-year at 5.31%, as heavy corporate issuance and oil prices fuel inflation concerns.

Assets in this coverage

US 10Y Treasury · US10Y

Institutions writing on this

Wellington ManagementING THINKNatixisMUFGSaxo BankOCBC Research

Reports behind this topic

MUFG·47d

Middle East Daily

MUFG's Middle East Daily for September 2, 2026, highlights surging oil prices due to renewed US-Iran hostilities, with Brent near $96/b and WTI near $91/b amid heightened Strait of Hormuz risks. Gold declines as inflation and rate hike concerns intensify,…

Multiple economies
XAUUSD WTI
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Natixis·52d

Waiting on Warsh…

Natixis remains neutral on the long end of the UST curve, citing elevated uncertainty from the Treasury buyback program, while maintaining a bullish view on the belly (5-year) and swap spread flatteners. US inflation data was marginally hot but not…

Multiple economies
US10Y US2Y
ReadSource

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