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The rise in long-term US Treasury yields - CEO North America

Summary by Chief Executive Officer 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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Chief Executive Officer North America broke the news in on Wednesday, June 4, 2025.
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