Published on
Aug 30, 2026
Hubbis Macro Corner: Treasury Intervention, AI Financing and a Broader Risk-On Case Reshape Portfolios
At a Glance Long-term bond yields have become a portfolio issue in their own right. The US Treasury’s decision to expand purchases of longer-dated securities initially pulled yields lower, but research from RBC BlueBay, PIMCO and UBS argues that buybacks …
Source:
Hubbis
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Neutral
