5% bonds are back, and suddenly stocks have to compete with Uncle Sam

U.S. 10-year yield breaks 5% for the first time since 2023

https://www.reuters.com/business/us-10-year-yields-reach-5-highest-since-2023-2026-09-14/

Oil inflation, heavy Treasury issuance, corporate AI borrowing and fiscal concerns are all feeding into the rise in long-term yields.

0 views