Barclays Investment Bank(@BarclaysCIB):Bond markets are facing structural headwinds, with rising supply, weaker structural demand and persistent inflation as key drags. These dynamics are reshaping the relative outlook across asset classes for Q3, with our analysts remaining overweight equities over fixed income.

Barclays Investment Bank

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Barclays Investment Bank@BarclaysCIB

2026.07.08 11:24

Bond markets are facing structural headwinds, with rising supply, weaker structural demand and persistent inflation as key drags. These dynamics are reshaping the relative outlook across asset classes for Q3, with our analysts remaining overweight equities over fixed income.