O Barclays recomenda que os investidores se posicionem para a alta dos rendimentos dos títulos do Tesouro dos Estados Unidos

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Goldman Sachs reports that on June 23, after the Federal Reserve shifted to a more hawkish stance last week, Barclays interest rate strategists advised clients to position for higher U.S. Treasury yields. The Barclays team raised their target yields for U.S. Treasuries of various maturities by about 35 basis points, consistent with the adjustments in their economists' forecasts. Barclays economists initially predicted the Federal Reserve would cut rates in 2027, but now believe the Fed's policy will remain unchanged. Additionally, last week, Barclays strategists Anshul Pradhan and Demi Hu wrote that the Fed's abandonment of forward guidance under Chair Kevin Woots has led to an increase in "risk premiums generated through uncertainty channels." The bank recommends entering trades at 4.15%, which essentially bets on rising interest rates. Barclays' latest yield forecasts assume the Fed will keep rates steady. The bank bets that the 10-year Treasury yield will reach 4.65% by mid-2027, up about 15 basis points. They note that in other scenarios, if the Fed raises rates by 100 basis points due to strong economic growth and sticky inflation, the 10-year Treasury yield could rise to about 4.9%.
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