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Long-Time Bond Bull Hoisington Flips Its View as Inflation Drives Yields Higher
MarketWatch·Friday, 17 July 2026
Hoisington Investment Management and its chief economist Lacy Hunt have been bullish on bonds for over three decades. Now they have changed their view, saying inflation is taking hold and yields are trending higher. This is a significant shift from one of Wall Street's most consistent bond advocates.
Why It Matters
Rising global bond yields affect borrowing costs everywhere — including in India, where government and corporate bonds are priced with reference to global benchmarks.
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