business

Iran Shock ‘Long-Term Bullish’ for Treasuries, BMO’s Lyngen Says

19 Mart 2026Bloomberg

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Ian Lyngen, head of US rates strategy at BMO Capital Markets, asserts that lower interest rates are likely to persist for US Treasuries. He specifically notes that the 2-Year sector is expected to face ongoing challenges. This analysis comes amid broader market reactions to geopolitical events, including tensions involving Iran.

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Lyngen's perspective highlights a cautious optimism regarding US Treasuries, suggesting that despite current struggles in the short-term bond market, long-term prospects remain bullish. The interplay between geopolitical tensions and domestic economic indicators will be crucial in shaping investor sentiment and market movements in the coming months.

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The commentary comes in the wake of heightened geopolitical tensions, particularly related to Iran, which have historically influenced bond markets. Investors often seek the safety of Treasuries during uncertain times, potentially impacting yields and pricing.

This article reflects the opinions of Ian Lyngen and does not constitute financial advice.