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Treasury selloff spreads into Europe

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Investors drove U.S. Treasury yields to their highest levels since 2002, extending a government-bond selloff into Europe, where French yields neared 5% Thursday.

by Hanno Lustig

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Reposted by Lars P. Feld, Jonas Dovern

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Reposted by Lars P. Feld

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by Mohamed A. El‐Erian

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elerianm.bsky.social
3 things to note when considering the influences on US government bond yields
While Fedspeak this week has struck a hawkish tone,it wasn't as aggressive as the rate-hike trajectory currently priced in by markets
While I've pointed for months to the widening imbalance between surging higher supply...
October 1, 2026 at 5:32 PM

Reposted by Greg Linden

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steverattner.bsky.social
The 10-year Treasury yield is at its highest since 2007; the 30-year, its highest since 2002.

Meanwhile, mortgage rates are back above 7%.

My @morningjoe-msnow.bsky.social Chart
October 1, 2026 at 1:20 PM

by Aaron Sojourner

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aaronsojourner.org
Cool cool cool
barchart.com Barchart @barchart.com · 11h
JUST IN 🚨: U.S. 30-Year Treasury Yield hits highest level since 2002 📈 📈
October 1, 2026 at 11:42 AM

by Mohamed A. El‐Erian

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elerianm.bsky.social
...and waning appetite from some dependable long-term buyers, the recent yield spike appears to have overshot this and other main drivers (a dynamic consistent with the growing footprint of hedge funds in this market).
On a relative valuation basis, Treasuries now look distinctly attractive when...
October 1, 2026 at 5:32 PM

Reposted by Aaron Sojourner

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cnbc.com
The 10-year Treasury yield hit its highest level since 2002 on Thursday as a global bond sell-off deepened.

The benchmark yield was last seen 4 basis points higher at 5.3338%, according to LSEG data.

Read more: cnb.cx/4rDs1yM
October 1, 2026 at 8:09 AM

Reposted by David Darmofal

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steveliesman.bsky.social
The reason fed interest rate hikes hit the economy with long and variable lags is because it takes time for the overnight rate to affect long-term rates and for those rates to affect the economy. It seems early to say the economy has been remarkably resilient in the face of higher yields.
October 1, 2026 at 11:58 AM

by Mohamed A. El‐Erian

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elerianm.bsky.social
Good morning.
It’s a new month for markets, but the dominant theme remains the same for now: upward pressure on government bond yields.
The UK 30-year gilt has climbed this morning to a level not seen since 1998, while both the US 10- and 30-year yields trade around those of 2002.
#economy #markets
October 1, 2026 at 10:12 AM

Reposted by Jonathan Portes

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julianhjessop.bsky.social
Another rollercoaster day sees gilt yields end lower as US Treasuries rally - could all change tomorrow after US payrolls!

I get that some people want to make this all about Burnham, but it really isn't.

Just look at France, with Italy now also being dragged into another EU debt crisis... 👇
October 1, 2026 at 4:26 PM

Reposted by Aaron Sojourner

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barchart.com
JUST IN 🚨: U.S. 30-Year Treasury Yield hits highest level since 2002 📈 📈
October 1, 2026 at 9:24 AM

by Mohamed A. El‐Erian

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elerianm.bsky.social
While on dispersion, have a look at this September chart of returns on 10-year government bonds:
US Treasuries were down twice as much as German Bunds (-3.7% versus -1.9%), reversing the prior US relative outperformance.
#economy #markets #bonds #yields
October 1, 2026 at 1:20 PM

Reposted by David Darmofal

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steveliesman.bsky.social
I doubt much of those increases are having much of an effect yet. The increase in yields only happened in Feb and loans roll over at different times, businesses usually set their capital spending annually.Adding 132bps to the 10 year will matter, especially if it sticks around.
October 1, 2026 at 11:58 AM

Reposted by Paul Davies

8%
peark.es
oh yeah we're in proper shoulder-tap territory. This is happening so fast I suspect it can't last more than a few days.

*ITALY-GERMANY TWO-YEAR BOND YIELD SPREAD WIDENS MOST SINCE 2020
October 1, 2026 at 4:07 PM

Reposted by Matthew Goodwin

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