JPMorgan Asset Buys Treasuries, Gilts Dented by Inflation Risks

JPMorgan Asset Management is buying US and UK government bonds, arguing inflation-driven concerns have left parts of the market oversold. The trade signals a tactical wager on lower yields / higher prices for sovereigns as inflation risk recedes, supporting bond positions but unlikely to materially move broader markets on its own.

Analysis

JPMorgan Asset Management is buying US and UK government bonds, arguing inflation-driven concerns have left parts of the market oversold. The trade signals a tactical wager on lower yields / higher prices for sovereigns as inflation risk recedes, supporting bond positions but unlikely to materially move broader markets on its own.