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10-year yield hits highest since January 2025 as higher oil prices stoke inflation worries
Oil prices and Warsh’s Jackson Hole remarks pushed traders to price a higher chance of a September rate hike, with five-year notes also hitting multimonth highs.
- The U.S. 10-year Treasury yield topped 4.75% on Monday for the first time since January 2025, extending a months-long rise in long-term borrowing costs.
- Major crude benchmarks closed about 3% higher on Monday after President Donald Trump threatened strikes against Iran, while Friday's Jackson Hole Symposium remarks by Federal Reserve Chair Kevin Warsh signaled higher rate hike likelihood.
- Fed funds futures markets now price a 60.4% likelihood of a 25-basis-point increase for the September 16 meeting, prompting Barclays and Societe Generale to update their rate projections this year.
- Growing anxiety about long-dated Treasuries fueled a roughly $6.5 million bet via December put options, though Matthew J. Maley of Miller Tabak argued "there remains no empirical basis for the rate hike."
- Deutsche Bank maintained its call for 50 basis points of tightening in 2026, while Sean Simko of SEI Investments Corp. said upcoming employment and consumer prices data on September 11 will be influential.
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(Seoul = Yonhap News) Reporter Jung Joo-ho = The U.S. 10-year Treasury yield surpassed 4.75% during trading on the 31st (local time), reaching its highest level in 19 months since January last year...
·Seoul, Korea (the Republic of)
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The Economic TimesReposted by 
Times of India
Times of IndiaUS 10-year Treasury yield tops 19-month high as oil prices fuel rate-hike bets
US Treasury yields rose significantly, with the 10-year rate exceeding 4.75 percent. Rising oil prices and persistent inflation fueled expectations of a Federal Reserve rate increase. Short-term yields surged after Fed Chairman Kevin Warsh signaled potential action to control inflation. Investors are now closely watching employment and consumer price data for policy clues. Upcoming corporate bond supply also adds pressure to longer-term Treasury…
·Mumbai, India
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Total News Sources10
Leaning Left1Leaning Right3Center5Last UpdatedBias Distribution56% Center
Bias Distribution
- 56% of the sources are Center
56% Center
11%
C 56%
R 33%
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