← 인사이트로US Treasury Bonds (TLT)
2026. 1. 13.
전망 요약
Bearish outlook for long-term bond prices as fiscal stimulus and debt expansion could push yields higher.
주요 포인트
- Massive deficit spending increases the supply of Treasuries, putting downward pressure on prices.
- Inflationary concerns from stimulus may force the Fed to keep interest rates 'higher for longer'.
- Investors may demand a higher term premium due to fiscal uncertainty.