Barclays strategists warned that the bond market is too optimistic about the US fiscal situation. They anticipate 'mini boom-bust cycles' as global government debt is set to surge by $5 trillion annually. Bond managers, previously wrong about predicting a debt rally, now believe it's real. Goldman Sachs Research forecasts modest positive returns for bonds, credit, and equities in 2024. The bond market is currently avoiding a third consecutive year of losses, which would have been the worst performance since the 18th century.
Goldman Sachs analysts have increased conviction in these 5 stocks https://t.co/sWhdrehYyU
At least for now, the bond market is on track to avoid the not-so-glorious milestone of a third consecutive year of losses, which by some accounts would have been the worst performance since the 18th century https://t.co/XLV2BEpUOj
At least for now, the bond market is on track to avoid the not-so-glorious milestone of a third consecutive year of losses, which by some accounts would have been the worst performance since the 18th century https://t.co/mLUIQl3ZiD
For 2024, "Goldman Sachs Research forecasts modest positive returns as their central case for bonds, credit, and equities — and a bit more than that in commodities." https://t.co/VFgJ7rOPtu
Bond managers who struck out predicting a debt rally this year say this time it's for real https://t.co/WhrQGiBlTZ
Bond managers who struck out predicting a debt rally this year say this time it's for real https://t.co/C4EVu0oBqt
Bond markets could see 'mini boom-bust cycles' as global government debt to soar by $5 trillion a year https://t.co/Z6Sb4rGB6M
The bond market is too sanguine about the US fiscal picture, Barclays strategists said in an annual outlook released Thursday. https://t.co/N55NpVl1tT
The bond market is too sanguine about the US fiscal picture, Barclays strategists said in an annual outlook released Thursday. https://t.co/OsFEfgeUG2
The bond market is too sanguine about the US fiscal picture, Barclays strategists said in an annual outlook released Thursday. https://t.co/XkYFdiNElj