10-year Treasury yield knocks on door of 4% as threats to markets and economy grow

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10-year Treasury yield knocks on door of 4% as threats to markets and economy grow
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The benchmark 10-year Treasury yield briefly approached 4% on Tuesday, a milestone level at which it hasn't sustainably held above for more than a decade.

The benchmark 10-year Treasury yield briefly approached 4% on Tuesday, a milestone level at which it hasn’t sustainably held above for more than a decade.The 10-year rate BX:TMUBMUSD10Y, which influences everything from mortgages to student and automobile loans, rose to as high as 3.976% after inflation updates from France, Spain and the U.K. all pointed to no signs of a let-up in price gains.

Now, after a stream of data to the contrary, financial markets are increasingly coming around to the view of higher-for-longer interest rates, particularly in the U.S. where the economy has proven to be stronger than expected after almost a full year of rate hikes. The readjustment of expectations sent the 6-month T-bill rate TMUBMUSD06M up to 5.13% on Tuesday and toward its highest level in 16 years.

“The last time we were at 4%, around October and November, the markets were concerned about inflation and the Fed fighting it. Since then, the risks to the economy have only been growing because inflation has persisted, indicating that policy makers haven’t acted fast enough,” said David Gagnon, managing director and head of U.S. Treasury trading for Academy Securities in San Diego, California.

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