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Article: Fixed Income Perspectives: Themes for the Second Half of 2026
Market Outlook

The back half of 2026 may hinge on six themes: AI spending, uneven growth, labor supply, sticky inflation, uneasy central banks, and volatile bond markets.

June 25, 2026

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As investors wait for additional clarity on trade and fiscal policy, we offer six themes we think will drive fixed income markets in the second half of the year.

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