Famed economist Mohamed El-Erian says US bond markets could face additional pressure, with further increases in bond yields possible. He argues that the outlook for yields depends in part on changes in demand from major buyers, particularly large foreign investors.
According to Business Insider, El-Erian connects the risk of “more pain” in bonds to weaker demand from big foreign buyers. Yahoo News presents the same core premise, reporting that El-Erian lays out reasons he expects yields to climb rather than stabilize.
While the outlets do not provide contrasting figures or detailed technical debate in the excerpts available, they align on the central message: El-Erian anticipates continued movement higher in yields and implies that this could translate into further downside for bond prices. Differences are limited to emphasis and framing rather than the underlying forecast.
