Ross Gerber Warns US 'Can't Afford' 5% Treasury Yields As Bond Rout Sends Mortgage Rates To 2023 High
Why now
Thesis: Rising yields strain affordability and valuations
Catalyst to watch: Treasury auctions and inflation data
Main risk: Yields could climb further, deepening rout
Why it matters
A bond rout pushing yields toward 5% raises mortgage rates and pressures affordability and equity valuations.
Related assets & topics
Treasury BondsSources
- googlenews · news.google.com · 2026-09-27 23:30 UTC