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BUSINESSBloomberg Markets·1d ago

Great Bond Shakeout Locks In a 5% World ‘Until Something Breaks’

BUSINESSBEATPOST
AI TLDR · GEMINI

US Treasury yields are rising, signaling a potential fundamental shift in the bond market. Factors contributing to higher borrowing costs include record national debt, budget deficits, and Federal Reserve efforts to curb inflation.

As yields on US Treasuries soar past one high after the next, a reality is sinking in deeper across Wall Street and Washington: More than merely a bond-market slump, this might just be a fundamental shift. Myriad forces have combined to push the government’s borrowing costs higher — from $100-a-barrel oil and the AI spending boom, to yawning US budget deficits adding to a record $40 trillion debt load — all against a backdrop of a Federal Reserve bent on cooling inflation that’s run well past…

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