StableNomad
As 2026 draws closer, bond markets are signaling real unease. The market's already pricing in elevated risk premiums, betting that fiscal policy will keep yields stubbornly high—the 'higher-for-longer' scenario everyone's watching. This shift matters more than you might think. When government treasuries lock in higher returns, investors face a tougher choice: chase yield in bonds, or take on more risk hunting alpha elsewhere. According to analysis from major asset managers like Nuveen, this fiscal-driven environment could reshape how capital flows across markets. The pressure isn't easing anyt