Jefferies’ Chris Wood sees a structural bear market in US bonds. What it means for stocks and gold
https://economictimes.indiatimes.com/markets/bonds/jefferies-chris-wood-sees-a-structural-bear-market-in-us-bonds-what-it-means-for-stocks-and-gold/articleshow/133756104.cms
Jefferies warned that persistent pressure on US Treasury yields could create a challenging environment for equity markets, particularly for bond-sensitive assets such as REITs. While higher yields have weighed on Singapore REITs, the brokerage sees selective opportunities in the sector and remains constructive on gold and gold-mining stocks as a hedge against potential dollar debasement.
September 4, 2026 9
