미국 10년물 국채수익률 5% 돌파… 유가발 인플레이션 우려에 고금리 장기화 연준 정책 기대

U.S. 10-YEAR YIELD BREAKS 5% THE 10-YEAR TREASURY YIELD CLIMBED ABOVE 5%, ITS HIGHEST SINCE OCTOBER 2023, AS OIL-DRIVEN INFLATION FEARS FUEL EXPECTATIONS OF HIGHER-FOR-LONGER FED POLICY. HEAVY DEBT ISSUANCE AND CONCERNS OVER U.S. DEFICITS ARE ADDING PRESSURE. MARKET ANGLE: 5% YIELDS MAKE BONDS INCREASINGLY COMPETITIVE WITH STOCKS, POTENTIALLY THREATENING THE EQUITY RALLY WHILE RAISING BORROWING COSTS ACROSS THE ECONOMY. ...