Lighthouse Canton says bond rout reflects debt-deficit strain, not just inflation
Reuters2026/09/07 05:54- Lighthouse Canton flagged a universal bond rout across the US, Europe, UK, driven by inflation pressure and a worsening debt-deficit trap.
- Central banks face limited options, with political resistance to austerity raising the risk of higher inflation as an exit strategy.
- Higher yields seen as a near-term headwind for gold, with prices down 7% over the last 8 trading sessions.
- Rising yields expected to weigh on growth sectors tied to AI capex, with quality credit favored over yield.
- TIPS viewed as beneficiaries of inflation risk, while industrial commodities supported by stronger growth signals and geopolitics.
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