Bond yields are spiking after the latest consumer inflation report, further hobbling Donald Trump’s goal to make life more affordable ahead of a pivotal midterm vote. The yield on the 10-year US Treasury, which influences everything from mortgages to car loans to business loans, saw a sharp spike on Wednesday as investors take in a
Long-term Treasury yields around 5% have made government bonds attractive again, but AI infrastructure still offers a better opportunity, according to a Goldman Sachs executive. “Personally, I think the asymmetric expression is being long compute,” said Anshul Sehgal, Goldman’s global co-head of fixed income, currencies, and commodities. Sehgal said he favors AI infrastructure companies, including
The pros said “let the bond market speak.” But investors don’t like what it’s saying on Tuesday. After an unusual intervention by the Treasury Department in August did little to tamp down bond-market jitters, US Treasury yields are spiking again, but the latest sell-off isn’t confined to the US. A host of macroeconomic fears is
