Apollo Global Management Chief Economist Torsten Slocke said that US bond yields are likely to rise due to the Iran conflict and tariff factors, but the upward pressure on these stocks has little to do with the fiscal situation. “Compared to Japan and Germany, the market is actually less concerned about US policy making,” Slock said. The cost of issuing global government bonds continues to soar, and investors demand higher returns before they are willing to hold long-term bonds. Although US Treasury Secretary Scott Bessent announced a bond repurchase plan to suppress long-term yields, US bond yields rebounded. According to the aggregated data, market participants have a 69% chance that the Federal Reserve will raise interest rates at its next meeting in mid-September.

Zhitongcaijing · 3d ago
Apollo Global Management Chief Economist Torsten Slocke said that US bond yields are likely to rise due to the Iran conflict and tariff factors, but the upward pressure on these stocks has little to do with the fiscal situation. “Compared to Japan and Germany, the market is actually less concerned about US policy making,” Slock said. The cost of issuing global government bonds continues to soar, and investors demand higher returns before they are willing to hold long-term bonds. Although US Treasury Secretary Scott Bessent announced a bond repurchase plan to suppress long-term yields, US bond yields rebounded. According to the aggregated data, market participants have a 69% chance that the Federal Reserve will raise interest rates at its next meeting in mid-September.