Where to invest in bonds right now after the market's violent selloff

Bond markets are under pressure from two major macro risks: the Iran war and persistent inflation concerns. Investors are also focused on how a new Federal Reserve chair, Kevin Warsh, might respond, keeping rate and yield expectations volatile. The article points to a market-wide risk-off setup rather than a single catalyst.

Analysis

Bond markets are under pressure from two major macro risks: the Iran war and persistent inflation concerns. Investors are also focused on how a new Federal Reserve chair, Kevin Warsh, might respond, keeping rate and yield expectations volatile. The article points to a market-wide risk-off setup rather than a single catalyst.