Episode
House View Daily | Add quality bonds as yields should fall
- Podcast
- UBS On-Air: House View
- Published
- Jul 23, 2026
- Processing state
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- https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House_View_Daily__23_July_2026.mp3
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Summary
US Treasury yields have risen as renewed Middle East tensions and higher oil prices have revived inflation concerns, but we expect yields to move lower over the coming quarters. In our view, current elevated yields offer an opportunity to add quality bonds for income, diversification, and potential capital gains.