My Base Case for Why Interest Rates Could Plunge In 2026

My Base Case for Why Interest Rates Could Plunge In 2026

There are many reasons why volatility in the fixed income (bond) market can be expected to continue for the remainder of 2026. Indeed, we’ve only just kicked off the year, and the amount of volatility we’ve already seen to start 2026 has been notable. Quick Read Job reports show red across the board outside healthcare, construction and hospitality sectors. Inflation declined from 9% in 2022 to 2.4% today, nearing the Fed’s 2% target. Housing…