US bond sell-off pushes long-term yields to new post-2004 high
Why now
Thesis: Long yields at multi-decade highs pressure valuations
Catalyst to watch: Auction demand and next inflation prints
Main risk: Yields could reverse sharply on weak data
Why it matters
Long-term yields at post-2004 highs raise borrowing costs and pressure long-duration assets.
Sources
- googlenews · news.google.com · 2026-09-25 05:41 UTC