Bloomberg Surveillance · Monday, August 31, 2026
Christina Huber believes that yields will remain higher for longer due to significant debt levels. She views this as a substantial headwind for equities, particularly long-duration technology stocks. Huber suggests that the current environment could worsen for equities without the support of lower rates.
“Oh, I absolutely believe we'll be higher for longer because there are so many forces that are conspiring to keep yields elevated on the long end, not the least of which, of course, is an enormous amount of debt that's growing every day.”
“And I do think this could be a very significant headwind for equities, especially the long duration equities like technology.”