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Bearish Bond Narrative Has Gone Too Far, Deutsche Bank Says

Bloomberg Technology Friday 09 October 2026, 16:39 UTC By Greg Ritchie 1 min read
Key Points

Bearish Bond Narrative Has Gone Too Far, Deutsche Bank Says The swing to deeply-negative sentiment on fixed-income assets this year has gone too far, with the market underpricing the risk of an artificial-intelligence blowup that triggers a rush into bonds, according to Deutsche Bank AG’s George Saravelos. Client meetings in the US displayed concerns that AI is a “big driver of higher yields and the US Treasury has lost control of the long-end,” Saravelos, global head of FX research, said in...

Bearish Bond Narrative Has Gone Too Far, Deutsche Bank Says The swing to deeply-negative sentiment on fixed-income assets this year has gone too far, with the market underpricing the risk of an artificial-intelligence blowup that triggers a rush into bonds, according to Deutsche Bank AG’s George Saravelos. Client meetings in the US displayed concerns that AI is a “big driver of higher yields and the US Treasury has lost control of the long-end,” Saravelos, global head of FX research, said in a note Friday. These factors have fanned investor speculation of a coming suspension in 20-year Treasury issuance, while clients were “overwhelmingly bearish” on French debt after a turbulent selloff there, he added.
Deutsche Bank (ORG) Deutsche Bank AG’s (ORG) George Saravelos (PERSON) US (LOCATION) AI (ORG) the US Treasury (ORG) Saravelos (PERSON) FX (ORG) Treasury (ORG) French (ORG)
Originally published by Bloomberg Technology Read original →

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