Daily Archives: 10/05/2026

Ten-Year US Treasuries: A Possible Regime Shift

Ten-Year US Treasuries: A Possible Regime Shift Executive View The sharp September advance in the 10-year US Treasury yield—from approximately 4.7% to 5.3%—may represent more than a short-term repricing. The technical backdrop remains consistent with an upward bias in long-term yields, while persistent fiscal deficits, heavy sovereign issuance, and higher global funding needs may reinforce […]