US10Y US 10-Year Treasury Yield Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
12:30
02 сен
02 сен
Watch 10-year yield 5% trigger.
The US 10-year Treasury yield's 5% level is the key risk trigger; if it breaks 5% despite Treasury buybacks and Fed communication, he would reduce risk even if late because it could hit KOSPI by 5-6% and Nasdaq/S&P 500 by 2-3%. For now he is not that pessimistic and expects the market to treat it as a shock, adapt, and then refocus on Q3 earnings.
Сред.
11:07
02 сен
02 сен
Watch 5% yield, Brent $100, DXY 100.
Jang sets three market-risk tripwires: US 10-year yield 5%, Brent $100, and Dollar Index 100. If these are touched, he expects credit stress rather than just a semiconductor reversal, so investors should watch them and hold cash before any breakout.
Выс.
09:02
02 сен
02 сен
Watch US 10Y 4.8-5.0 policy response.
The US 10-year Treasury yield reaching 4.81% is a warning. Park says 4.8% is already very high relative to lower global growth, and the market now interprets it as targeting 5%. He sees bond-market attackers or supply-driven sellers pushing yields higher and expects US Treasury/Fed authorities to respond soon because they cannot ignore it. Until they act, yields can push higher; once measures appear, yields may fall and equities may rebound. The 4.8-5.0 zone is the key monitoring line.
Выс.
07:57
02 сен
02 сен
Watch 5% yield, $100 Brent, DXY 100.
The three numbers to watch are US 10-year Treasury yield 5%, Brent crude $100, and Dollar Index 100. If they are touched, credit issues could be triggered; rising sovereign yields are already hitting bank bond portfolios and global risk appetite, so wait for yields to stabilize before adding risk.
Выс.
06:15
02 сен
02 сен
Watch 10-year Treasury yield near 5%.
He is watching the 4.8%-5.0% zone on the 10-year U.S. Treasury yield as the key decision area. If yields top out there, it would ease market fear, but a break above 5% would signal much higher yields and more pain for equities.
Выс.
03:26
02 сен
02 сен
US 10-year yield can reach 5%
Using a Taylor-rule framework, she calculates fair US 10-year Treasury yield near 5.1% versus the current 4.8%, so 5% is a realistic path. Treasury buybacks may slow the rise but cannot reverse it unless the macro inputs change.
Выс.
02:47
02 сен
02 сен
Treasury yields rise on Fed hawkishness.
Oil-driven inflation and hawkish Fed comments pushed the 10-year US Treasury yield to its highest since January 2025; base rates may have to follow unless the Treasury buyback starting September 9 pulls long-end yields lower.
Сред.
02:17
02 сен
02 сен
Wait for Treasury yields to peak.
The U.S. 10-year Treasury yield at around 4.79% and rising is the biggest macro variable pressuring growth and high-beta assets. Rather than pre-judging that 4.7% is the peak, investors should monitor where yields top; once the 10-year breaks back below 4.6% and then 4.5%, risk assets will be a better rising-knee entry with lower drawdown risk than buying while yields are still climbing.
Сред.
17:04
01 сен
01 сен
Long-term yields keep rising
Long-term rates are being driven by persistent US deficits and the massive AI/digital infrastructure buildout, and raising short-term rates will not stop long-term rates from rising while those two factors remain in place.
Выс.
09:30
01 сен
01 сен
The community calls out US10Y “about to hit 4.8%” and Fed officials still discussing rate hikes. Higher yields mean lower Treasury prices; persistent Fed hawkishness supports further yield upside. Short US Treasuries, or long yields, to capture strength toward 4.8%. Bessent/government intervention to cap yields remains an open counter-theme in the thread.
Низ.
09:00
01 сен
01 сен
US 10Y yields likely stabilize, move lower
Shin argues the market's rate-driven volatility is really about doubts over hyperscaler funding after their Q2 results. He expects US 10-year Treasury yields to stabilize and move down from above 4.7-4.8% toward below 4.5% because high market rates are already tightening financial conditions, and upcoming employment and inflation data are likely to soften. Around mid-September, FOMC-related scenarios should all help bond yields stabilize.
Выс.
22:01
31 авг
31 авг
Treasury yields face persistent upward pressure.
The 10-year Treasury yield hit 4.75%, the highest since January 2025, pushed by Iran escalation risk and Fed Chair Powell's hawkish Jackson Hole follow-through. Market pricing for a September Fed rate hike jumped to about 66%. The speaker says bulls would need a reason to freeze rates, but upcoming jobs and CPI data may be firm enough to keep rate-hike pressure alive, so the 5% yield path is a live risk.
Выс.
01:25
31 авг
31 авг
Long-end yields stay anchored amid tightening
Park sees the Fed's hawkish message as a deliberate effort to anchor the long end: by accepting some short-end tightening, long-term Treasury yields should stay relatively contained, preventing the worst-case equity scenario even though overall rate rises are hard to stop.
Выс.
23:16
30 авг
30 авг
Long-term Treasury yield concerns are contained.
Jackson Hole's hawkish message was treated by the market as manageable: the 2-year Treasury yield jumped about 11bp while 10-year and 30-year yields rose only 4bp and 1bp, suggesting official actions and Fed messaging are containing the long-term Treasury yield issue. Kwon expects long-term Treasury yields to be less likely to become a disruptive macro issue again.
Сред.
22:54
30 авг
30 авг
Watch 10-year yield nearing five-to-six percent.
Kim identifies the critical threshold as the 10-year Treasury yield approaching 5-6%; at that point big tech debt-funded AI capex becomes stressed and could break the equity story. He believes policymakers also know this threshold and would respond, so it is the key level to monitor for whether the AI and big tech trade can continue absorbing higher rates.
Сред.
07:00
30 авг
30 авг
US 10-year stabilization remains uncertain.
Treasury buybacks alone have not stabilized the US 10-year Treasury market; using the Treasury General Account to buy briefly moved yields, but the market doubts demand will absorb supply because hyperscalers are preparing large bond issuance. There is also political willingness to restrict corporate bond issuance before midterms, and Jackson Hole is the next key event, so the 10-year yield is not yet stably resolved.
Выс.
20:53
28 авг
28 авг
Watch yield spikes, not yield levels.
The absolute level of 10-year Treasury yields is less dangerous for equity investors than the speed of yield moves; the real threat is a fast spike in the cost of capital, while robust growth such as the 1990s internet boom can offset higher discount rates.
Сред.
14:35
28 авг
28 авг
Higher Treasury yields are normal again.
Hammack pushes back on the idea that current higher yields across the 2-year, 10-year and 30-year curve are a reason to panic, arguing they are a return to normal; she notes 1990s rates of 3-6% felt good and that the truly abnormal period was 2008-2020, implying current Treasury yield levels can persist or normalize higher.
Сред.
15:48
25 авг
25 авг
10-year rising threatens stock valuations
Equities have so far absorbed 4.5% 10-year Treasury yields, but if the 10-year pushes through 4.75% toward 5%, valuation multiples are likely to face a reckoning.
Сред.
07:33
25 авг
25 авг
Watch US yields at 5% threshold.
The main new macro risk is US yields: if the 10-year Treasury approaches 4.9-5.0% or the 30-year approaches around 5.7%, equities are likely to experience a sharp volatility shock; absent this, volatility should be lower.
Сред.
08:07
24 авг
24 авг
Watch US 10-year yield breaking 5%.
Park says a US debt crisis is not imminent, but if the US 10-year Treasury yield breaks above 5% it could trigger severe market trouble; however, if rates rise further they would cool investment and consumption, slow the economy, and eventually pull yields back down.
Сред.
22:04
23 авг
23 авг
Yields stay elevated, pressuring risk assets.
The 10-year Treasury yield has climbed to 4.74% and 30-year yields keep rebounding, making rates the main market pressure. Park notes BofA's warning that risk assets will face selling if 30-year yields cannot be pushed below 5%, and she says this week's Jackson Hole and Powell event is key for rate direction.
Выс.
05:00
23 авг
23 авг
Wait before deploying cash as yields rise
The US 10-year Treasury yield has risen again to 4.74% and the chart pattern is poor. Park notes August-October historically pressured yields higher in 2022 and 2023, so he wants more patience before deploying cash because yields could rise further.
Выс.
02:06
23 авг
23 авг
Tariffs lift Treasury yields.
The new 50% tariffs on a swath of Canadian imports sound inflationary, and the first market implication is upward pressure on the 10-year Treasury yield as Asia begins trading and absorbing the new inflation impulse.
Сред.
11:30
21 авг
21 авг
US long yields likely stay elevated.
US long-term interest rates are likely to remain sticky because inflation persists, fiscal deficits and Treasury debt issuance are very large across the US, Korea and Japan, and AI-related companies, big tech, SpaceX and Anthropic-type borrowers create heavy credit demand. This keeps long-term yields elevated even though short-term rate policy is debated.
Сред.
02:30
21 авг
21 авг
High long-term Treasury yields are new normal
US long-term Treasury yields are unlikely to return to previous low levels because debt continues to grow and government buybacks only stabilize the market, not solve the deficit; elevated long-term yields are becoming the new normal.
Выс.
20:13
20 авг
20 авг
Treasury debt buying forces bond short covering.
Big funds are heavily positioned short on 10-year and 30-year bonds at a multi-year extreme. The US Treasury's decision to double its debt buying program will force these short sellers to buy back their positions, strengthening the bond price rebound.
Сред.
16:26
19 авг
19 авг
The tweet announces a new RWA perpetual listing for the 10-Year Treasury Note with 20x leverage.
The tweet announces a new RWA perpetual listing for the 10-Year Treasury Note with 20x leverage, which is a factual product launch rather than a directional trade call.
Низ.
16:26
19 авг
19 авг
Announcement of a new RWA perpetual listing for the 10-year Treasury note with leverage is.
Announcement of a new RWA perpetual listing for the 10-year Treasury note with leverage is a product launch, not a directional trade call.
Низ.
02:21
19 авг
19 авг
Monitor 10Y as key KOSPI driver
The US 10-year Treasury yield at around 4.7% makes risk-free assets more attractive relative to equities, and its negative correlation with the KOSPI has become much stronger. He says investors should check it daily, with the 4.5%-4.7% area currently acting as an uncomfortable risk zone.
Сред.
Об аналитическом покрытии US10Y
Buzzberg отслеживает US10Y (US 10-Year Treasury Yield) в 16 источниках. Бычьих сигналов: 13, медвежьих: 5, от 47 аналитиков. Сентимент преимущественно бычий (14%). Всего отслеживается 58 торговых идей. За последние 7 дней: бычьих: 3, медвежьих: 2, наблюдение: 13. Последние спикеры: Yoo Chang-hee, Jang Woo-jin, Park Byeong-chang.