Developed Market Sovereign Bonds Predictions
Browse Developed Market Sovereign Bonds market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
1 forecast 1 commentator 1 pending
1 forecast
Person Subject Forecast* Source Date Deadline** Outcome
Jay Pelosky Developed Market Sovereign Bonds Developed market sovereign bonds will continue to underperform and should be underweighted through at least 2030 due to the global spending super cycle. The David Lin Report 2026-05-26 2030-12-31 pending
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[18:20] you definitely want to be underweight bonds and you want to stay underweight bonds to your question because we are in a tripolar world spending super cycle and it's on existential issues like AI like climate like defense in other words people are going to spend they're going to continue to spend they have to spend and so no you definitely don't want to be in developed market sovereign debt uh for years. I I mean I I would imagine we look out at this point we're looking out towards 2030 and uh we think this uh tripolar world spending super cycle is sustainable through that period
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