The 10-year Treasury yield broke above its 2023 peak to reach 5.02 percent as oil climbed and Wall Street banks flipped to forecasting a Fed rate hike this week.

#Fed #Inflation #Oil #Stocks #Treasury #Yields

📈 Fed Rate Hike: Markets await policy move.
💵 Yields Spike: Tech, growth tumble.
🛢️ Oil Surges: Inflation risk rises.
🤖 AI Lags: Tech stocks fall.
#MarketUpdate #FedRate #Yields #Oil #AI
#MarketUpdate #FedRate #Yields #Oil #AI
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As the US 10-year yield trades above 5% (CNBC chart below), here's the link to my column posted yesterday by The Economist on how to think about this year's surge in borrowing costs.
www.economist.com/by-invitatio...
#economy #markets #yields @economist.com

 The Fed: If it validates this week the market's 90% pricing of a rate hike, does this  prove to be a "one and done" or the start of a tightening cycle.
 AI: How the balance between promise and peril is struck.
#economy #markets #yields #federalreserve #oil #ai #energy

#economy #markets #yields #federalreserve #oil #ai #energy

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2099806468971065718

A "fever" or a market attempt at a "controlled burn:"
How you think about the global surge in yields matters.
Here's why:
www.economist.com/by-invitatio...
#economy #markets @economist.com #bonds #yields

Again a very thoughtful analysis of Jesper Rangvid, this time about the rise in global government bond interest rates.

#FinSky #EconSky #Investing #Debt #Treasury #Yields #Bonds

Scott Bessent tripled the Treasury buyback to $6 billion to stem a bond selloff. Yields rose anyway, and the 10-year nearly touched 5%.

#Bonds #Fed #Inflation #Oil #Treasury #Yields

1 BMO: After a tough few days for #stocks, #futures are about 0.6% higher ahead of the release. #Treasury #yields are little changed but given the recent selloff, 10s are hovering right around 4.95% even as #energyprices stepped down today. 🧵
#markets

The global surge in bond yields isn't just a market issue. It carries immediate socio-political consequences.

Case in point: the average 30-year US mortgage rate has just breached 7%.

(CNBC reporting below).

#markets #economy #mortgages #housing #yields #bonds

...the refinancing of debt last incurred at lower borrowing costs, making both economic growth and fiscal sustainability even harder to achieve.
www.ft.com/content/4b25...
#economy #uk #markets #debt #bonds #yields

3 of 3

https://www.ft.com/content/4b258818-4935-4507-b554-bccc5fd05b66?syn-25a6b1a6=1 #economy #uk #markets #debt #bonds #yields

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2098095276670189697

#economy #markets #oil #yields

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2098051319135166928

Although monthly PPI (and, also, initial jobless claims) matched consensus forecasts, the immediate market reaction suggests markets were looking for a softer reading.
The immediate reaction: the 10-year Treasury yield has climbed to 4.90% (CNBC chart below)
#markets #economy #ppi #yields #inflation

#markets #economy #ppi #yields #inflation

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2098031231078113598

3 Bloomberg: And when it comes to perhaps the two most critical factors lifting #bond #yields — the #US #budgetdeficit and the #war in #Iran — #Bessent has limited influence.
#bonds #bondmarkets

1 Bloomberg: The Treasury’s #bond #buyback announcement yesterday, part of Bessent’s effort to push #yields lower, had the opposite effect. The #10-year note jumped to a fresh three-year high of 4.85%, extending a two-week selloff. 🧵
#bonds #Bessent