Jupiter Asset Management: The rise in U.S. two-year real yields is pushing the dollar higher. High oil prices may weigh on economic growth in the eurozone. Positive on German five-year government bonds; Italian ten-year government bonds with yields around 4% are attractive. Investment has shifted from U.S. Treasuries to European sovereign debt.

Jupiter Asset Management: The rise in U.S. two-year real yields is pushing the dollar higher. High oil prices may weigh on economic growth in the eurozone. Positive on German five-year government bonds; Italian ten-year government bonds with yields around 4% are attractive. Investment has shifted from U.S. Treasuries to European sovereign debt.

智通财经2026/07/21 16:41

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Jupiter Asset Management: The rise in the US two-year real yield has contributed to the strengthening of the US dollar. High oil prices may drag down economic growth in the eurozone. German five-year government bonds are viewed favorably, and the Italian ten-year government bonds with a yield of around 4% are attractive. Investments have been shifted from US Treasuries to European sovereign debt.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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