Veteran strategist Ed Yardeni views the recent rise in Treasury yields and the AI stock correction as healthy market adjustments, not crisis signals. He believes bond yields are returning to normal levels and AI stock valuations are undergoing a realistic reassessment. Despite a hawkish Fed stance, Yardeni anticipates only one or two rate hikes in the next year, though this could pressure emerging economies.
Bond supply may outweigh demand, push yields higher
Bond yields in India are anticipated to increase in the latter half of this fiscal year. This rise is primarily due to higher government borrowing
September 30, 2026