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Aug 07 2026
Macro Monitor

Real Yield Tantrum—The Pain Before The Real Gain

  • Aug 7, 2026

The renewed backup in bond yields has been driven by higher real yields and lower breakeven rates. This dynamic typically emerges when the market is expecting a hawkish Fed.

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Real Yield

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About The Author

Chun Wang / Director of Multi-Asset Strategies

Chun Wang Director of Multi-Asset Strategies

Chun is the Director of Multi-Asset Strategies for The Leuthold Group, LLC. He also serves as a Co-Portfolio Manager across a range of Leuthold investment portfolios.

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