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US 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.