Bond Yields Surge to Fresh Peaks: Seven Catalysts Behind the Rally
US long-dated bond yields hit new highs, with the 10-year at 5.35% and the 30-year at a 24-year peak of 5.72%. Seven drivers are fueling the bond rout.
07/10/2026 13:018 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Treasury yields climb, stocks slide as risk appetite fades
Treasury yields hit multi-year highs, dragging stocks and gold lower while the dollar gains.
07/10/2026 11:517 min read
30-Year Treasury Yield Hits 5.70%, Highest Since 2002
The 30-year Treasury yield reached 5.70% on Monday, its highest since 2002, while the 10-year yield neared 5.32%, pressuring gold and equities.
07/10/2026 10:015 min read
Sovereign yield spreads: Why they matter even for non-bond traders
Sovereign yield spreads signal investor confidence and can impact currencies, equities, and central bank policy, even for those who don't trade bonds.
07/10/2026 09:118 min read
US dollar strength may act as additional tightening
The US dollar has strengthened as Treasury yields near multi-decade highs, potentially tightening financial conditions without further Fed rate hikes.
07/10/2026 08:317 min read
Temasek CIO flags AI unwind and inflation as top 2027 risks
Temasek's investment chief identified AI trade unwind and inflation as the biggest risks for global markets in 2027, while planning to boost AI allocation.
07/10/2026 08:0210 min read
Understanding FOMC meeting minutes and their limited market impact
FOMC meeting minutes rarely move markets because they are published weeks after the decision, making them stale compared to newer Fed comments and data.
07/10/2026 07:2417 min read
Treasury auctions' influence on mortgage rates and the S&P 500
Today's $39 billion 10-year Treasury note auction may influence mortgage rates and the S&P 500.
07/10/2026 07:218 min read
US trade deficit widens to $105.6 billion as imports hit record high
August US trade deficit widened to $105.6 billion as imports climbed to a record $420.8 billion, undercutting the intended effect of tariffs.
07/10/2026 06:438 min read
US jobless claims data could reveal if hiring slowdown turns into layoffs
US jobless claims data this week may show if weak hiring is turning into layoffs after a poor September payrolls report.
07/10/2026 05:018 min read
Deutsche Bank: Australian households resilient despite high debt
Australian households are weathering rate hikes better than expected, with debt-to-asset ratio at lowest since 1997, Deutsche Bank says.
07/10/2026 03:1215 min read
India's central bank widely expected to raise rates, MUFG bucks trend
The RBI is expected to raise the repo rate by 25bp to 5.50% today, though MUFG forecasts a hold. Decision at 10:00 am IST.
07/10/2026 02:4113 min read
MUFG Expects RBI to Hold at 5.25%, Sees Two Rate Hikes by February
RBI is expected to hold the repo rate at 5.25% today, but MUFG sees this as temporary and forecasts hikes in December and February.
07/10/2026 01:5312 min read
Long-time bond sceptics now see value in long Treasuries above 5% yield
Two veteran bond bears now recommend long US Treasuries as yields top 5%, despite record losses.
07/10/2026 00:5114 min read
Goldman Sachs: US Treasury selloff may be overdone, five factors cited
Goldman Sachs believes the recent US Treasury selloff may be overdone, citing five drivers, but says a rally may require lower energy prices or weaker…
07/10/2026 00:4213 min read