Negative impactCorporate Action
DoubleLine’s Sherman Stays Bearish on Long-Term Treasuries
Mint 1 hr ago·22 Oct 2026, 8:13 pm
DoubleLine Capital's senior portfolio manager Jeff Sherman reiterated his negative outlook on U.S. long‑term Treasury bonds, saying that persistent fiscal deficits and a slowdown in investor appetite are likely to keep yields elevated.
For investors, higher Treasury yields can raise borrowing costs for corporations and affect the discount rates used to value stocks, especially growth‑oriented companies. A shift away from safe‑haven demand may also redirect capital toward riskier assets, influencing market breadth.
Market participants will be watching the Treasury’s upcoming auction schedule, any changes in fiscal policy, and signals from the Federal Reserve about interest‑rate policy. A sustained increase in supply or further weakening of demand could reinforce Sherman’s bearish view.
Excerpt from Mint
DoubleLine Capital’s Jeff Sherman said he remains bearish on long-term Treasuries, arguing that heavy government borrowing and weakening demand will continue to pressure the market. (Bloomberg) -- DoubleLine Capital’s Jeff Sherman said he remains bearish on long-term Treasuries, arguing that heavy government borrowing…Read the original at Mint
Key takeaways
- Category: Corporate Action.
- AI reads the tone as negative (potentially bearish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. The tone is negative — watch for downside reaction. Use the price and stock snapshot to gauge how the market is responding.
