The rise in long-term US Treasury yields - CEO North America
2 Articles
2 Articles
The US 10-year yield fell by more than 10 basis points after disappointing job market and service sector activity data. CrowdStrike and Dollar Tree were the red lanterns, while On Semiconductor rose sharply.
The rise in long-term US Treasury yields - CEO North America
Our most recent blog flagged that something odd is going on with longer-term U.S. Treasury yields. As economic activity has weakened under the weight of “Liberation Day” tariffs, longer-term yields have risen, which is quite unusual and worrying. One explanation for this odd behavior could be that a risk premium is building, as markets increasingly question the United States’ exorbitant privilege, i.e. the ability to borrow at low interest rates…
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