US Market Watch: Are Bond Markets Coming Unmoored?

Barring a very weak jobs report or an adverse global markets reaction to the US election, rates are likely to go up in December.

US government bond yields rose sharply in October. Is this a sign that inflation risks are rising? Is the era of massive central bank support ending? Are investors embracing the stronger global growth theme? Or is this simply a brief period of increased risk premiums ahead of the US presidential elections?

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