Bearish for the 10-year Treasury
Oil Shock Treasury Yield Pressure
Stable
Steady attention in US 10-Year Bond coverage, without a clear trend.
Updated 14 October 2026
The bearish argument: Geopolitical oil price shocks are pushing 10-year Treasury yields to multi-year highs, which in turn raises mortgage rates and dampens housing demand, pressuring homebuilder margins and construction activity.
How attention has changed
0% of US 10-Year Bond coverage
Rolling 3-day share · as of 14 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-15 | 2.1% |
| 2026-09-16 | 2.8% |
| 2026-09-17 | 1.4% |
| 2026-09-18 | 1.3% |
| 2026-09-19 | 0.6% |
| 2026-09-20 | 0.8% |
| 2026-09-21 | 0% |
| 2026-09-22 | 0% |
| 2026-09-23 | 1.1% |
| 2026-09-24 | 1.1% |
| 2026-09-25 | 2% |
| 2026-09-26 | 2.5% |
| 2026-09-27 | 2.5% |
| 2026-09-28 | 2.1% |
| 2026-09-29 | 0% |
| 2026-09-30 | 1.7% |
| 2026-10-01 | 2.1% |
| 2026-10-02 | 6% |
| 2026-10-03 | 4.6% |
| 2026-10-04 | 4.9% |
| 2026-10-05 | 0% |
| 2026-10-06 | 0% |
| 2026-10-07 | 0% |
| 2026-10-08 | 0.5% |
| 2026-10-09 | 0.8% |
| 2026-10-10 | 2.6% |
| 2026-10-11 | 2.9% |
| 2026-10-12 | 3.6% |
| 2026-10-13 | 0% |
| 2026-10-14 | 0% |
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
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MarketScreener · Published 9 Oct 2026
A Mixed Week Before Earnings
In coverage record: 10 Oct 2026
“Surging oil prices revived inflation concerns, pushing the 10-year Treasury yield to its highest level since 2002”
Read article -
MarketScreener · Published 9 Oct 2026
A Mixed Week Before Earnings
In coverage record: 10 Oct 2026
“Surging oil prices revived inflation concerns, pushing the 10-year Treasury yield to its highest level since 2002”
Read article -
MarketScreener · Published 9 Oct 2026
A Mixed Week Before Earnings
In coverage record: 10 Oct 2026
“Surging oil prices revived inflation concerns, pushing the 10-year Treasury yield to its highest level since 2002”
Read article -
MarketScreener · Published 9 Oct 2026
A Mixed Week Before Earnings
In coverage record: 10 Oct 2026
“Surging oil prices revived inflation concerns, pushing the 10-year Treasury yield to its highest level since 2002”
Read article -
Firstpost · Published 8 Oct 2026
Fed minutes flag concerns over potential bond market stress
In coverage record: 9 Oct 2026
“US government bond yields have climbed sharply in recent weeks, pushing borrowing costs higher and raising concerns about the impact of elevated inflation, large fiscal deficits and geopolitical risks.”
Read article -
The Economic Times · Published 7 Oct 2026
Global Market: UK Gilt yields rise as oil, US Treasury yields weigh on bonds
In coverage record: 8 Oct 2026
“Higher energy prices can add to inflationary pressures, potentially keeping interest rates elevated for longer and weighing on government bonds.”
Read article
Earlier coverage
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The Mercury News · Published 1 Oct 2026
US futures mixed with Brent crude bouncing back above $100 a barrel
In coverage record: 2 Oct 2026
“That is part of the reason longer-term yields are rising in the bond market, but there are also worries about the big debt loads that Washington and other governments worldwide are taking on.”
Read article -
Bnn Bloomberg · Published 1 Oct 2026
U.S. futures mixed Thursday
In coverage record: 2 Oct 2026
“That is part of the reason longer-term yields are rising in the bond market, but there are also worries about the big debt loads that Washington and other governments worldwide are taking on.”
Read article -
Santa Rosa Press Democrat · Published 1 Oct 2026
US futures mixed with Brent crude bouncing back above $100 a barrel
In coverage record: 2 Oct 2026
“That is part of the reason longer-term yields are rising in the bond market, but there are also worries about the big debt loads that Washington and other governments worldwide are taking on.”
Read article -
Reading Eagle · Published 1 Oct 2026
US futures mixed with Brent crude bouncing back above $100 a barrel
In coverage record: 2 Oct 2026
“That is part of the reason longer-term yields are rising in the bond market, but there are also worries about the big debt loads that Washington and other governments worldwide are taking on.”
Read article -
St. Paul Pioneer Press · Published 1 Oct 2026
US futures mixed with Brent crude bouncing back above $100 a barrel
In coverage record: 2 Oct 2026
“That is part of the reason longer-term yields are rising in the bond market, but there are also worries about the big debt loads that Washington and other governments worldwide are taking on.”
Read article -
The Irish Times · Published 1 Oct 2026
Shares tumble as Government bond rout deepens on rising oil prices
In coverage record: 2 Oct 2026
“A rally in oil prices sparked a fresh sell-off in sovereign bonds, catapulting US bond yields to their highest levels since 2002.”
Read article -
CP24 Toronto · Published 1 Oct 2026
U.S. futures mixed Thursday
In coverage record: 2 Oct 2026
“That is part of the reason longer-term yields are rising in the bond market, but there are also worries about the big debt loads that Washington and other governments worldwide are taking on.”
Read article -
Hartford Courant · Published 1 Oct 2026
US futures mixed with Brent crude bouncing back above $100 a barrel
In coverage record: 2 Oct 2026
“That is part of the reason longer-term yields are rising in the bond market, but there are also worries about the big debt loads that Washington and other governments worldwide are taking on.”
Read article -
Santa Ana Orange County Register · Published 1 Oct 2026
US futures mixed with Brent crude bouncing back above $100 a barrel
In coverage record: 2 Oct 2026
“That is part of the reason longer-term yields are rising in the bond market, but there are also worries about the big debt loads that Washington and other governments worldwide are taking on.”
Read article -
The Boston Herald · Published 1 Oct 2026
US futures mixed with Brent crude bouncing back above $100 a barrel
In coverage record: 2 Oct 2026
“That is part of the reason longer-term yields are rising in the bond market, but there are also worries about the big debt loads that Washington and other governments worldwide are taking on.”
Read article -
Salt Lake City Deseret News · Published 1 Oct 2026
Why are mortgage rates still going up?
In coverage record: 2 Oct 2026
“Bond yields have been on the rise thanks to a convergence of negative indicators for the U.S. economy including persistent inflation, the ongoing Middle East conflict that has pushed consumer fuel prices into record territory and the national debt”
Read article -
Boulder Daily Camera · Published 1 Oct 2026
US futures mixed with Brent crude bouncing back above $100 a barrel
In coverage record: 2 Oct 2026
“That is part of the reason longer-term yields are rising in the bond market, but there are also worries about the big debt loads that Washington and other governments worldwide are taking on.”
Read article -
Norfolk Virginian-Pilot · Published 1 Oct 2026
US futures mixed with Brent crude bouncing back above $100 a barrel
In coverage record: 2 Oct 2026
“That is part of the reason longer-term yields are rising in the bond market, but there are also worries about the big debt loads that Washington and other governments worldwide are taking on.”
Read article -
San Diego Union-Tribune · Published 1 Oct 2026
US futures mixed with Brent crude bouncing back above $100 a barrel
In coverage record: 2 Oct 2026
“That is part of the reason longer-term yields are rising in the bond market, but there are also worries about the big debt loads that Washington and other governments worldwide are taking on.”
Read article -
MarketScreener · Published 30 Sep 2026
Stocks rise, 2-year US bond yield eases after soft US inflation data
In coverage record: 1 Oct 2026
“Fixed-income investors have had to reckon with a mix of deteriorating government finances, a glut of debt issuance and rising inflation as the seven-month-old US-Israeli war on Iran keeps energy costs elevated”
Read article -
Devdiscourse · Published 30 Sep 2026
GLOBAL MARKETS-Stocks rise, 2-year US bond yield eases after soft US inflation data
In coverage record: 1 Oct 2026
“Fixed-income investors have had to reckon with a mix of deteriorating government finances, a glut of debt issuance and rising inflation as the seven-month-old US-Israeli war on Iran keeps energy costs elevated.”
Read article -
CNBC TV18 · Published 29 Sep 2026
Asian markets trade lower, bonds decline as US
In coverage record: 30 Sep 2026
“Elevated crude oil valuations are intensifying strain on international bond markets by sustaining inflation risks and complicating the interest rate trajectory”
Read article -
India Today · Published 29 Sep 2026
How high crude oil prices are hurting Dalal Street investors
In coverage record: 30 Sep 2026
“With Brent crude above $106 and the US 10-year at 5.23%, the global macro construct continues to be unfavourable for equity markets.”
Read article -
The Telegraph · Published 29 Sep 2026
UK pays highest borrowing rate since 1999
In coverage record: 30 Sep 2026
“Higher market borrowing costs are also filtering through to the real economy, pushing up mortgage costs.”
Read article -
CNBC · Published 25 Sep 2026
Top 10 things to watch in the stock market Friday
In coverage record: 26 Sep 2026
“The recent surge in the 10-year Treasury yield has kicked up the rate on 30-year mortgages to 7.45%, the highest level since 2024.”
Read article -
The Boston Herald · Published 25 Sep 2026
US futures rising as bond market looks to be stabilizing
In coverage record: 26 Sep 2026
“bond investors are demanding higher compensation under increasing risks and uncertainties, including growing inflationary pressure from the Iran war-driven energy shock”
Read article -
CNBC · Published 25 Sep 2026
Is it time to buy bonds?
In coverage record: 26 Sep 2026
“Elevated inflation, especially higher oil prices, combined with expectations that the Federal Reserve will hike rates at least one more time this year, helped drive the 10-year Treasury yield to 5.208%”
Read article -
Business Standard · Published 25 Sep 2026
SIDBI withdraws ₹6,000 crore three-year bond issue as yields harden
In coverage record: 26 Sep 2026
“The pricing came as the yield on the benchmark 10-year government bond rose around 8 basis points over the past two trading sessions, tracking higher crude oil prices and US Treasury yields.”
Read article -
The Oregonian · Published 24 Sep 2026
Mortgage rates continue to climb, now back over 7%
In coverage record: 25 Sep 2026
“Expectations of higher inflation amid surging oil prices have pushed up the 10-year Treasury yield, which was at 3.97% in late February, before the war began. It surged to 5.17% in midday trading on the bond market Thursday.”
Read article -
Baltimore News · Published 24 Sep 2026
Fact Check Team: What higher interest rates mean for mortgages, borrowers and savers
In coverage record: 25 Sep 2026
“Mortgage rates are more closely tied to longer-term market rates, including the yield on the 10-year Treasury note.”
Read article -
The Atlanta Journal-Constitution · Published 24 Sep 2026
Mortgage rates climb for 5th straight week, pushing average rate on a 30-year home loan above 7%
In coverage record: 25 Sep 2026
“The average long-term U.S. mortgage rate rose this week above 7% for the first time since January 2025, the latest affordability setback for prospective homebuyers following a five-week run of rate increases.”
Read article -
WJLA · Published 24 Sep 2026
Fact Check Team: What higher interest rates mean for mortgages, borrowers and savers
In coverage record: 25 Sep 2026
“Mortgage rates are more closely tied to longer-term market rates, including the yield on the 10-year Treasury note.”
Read article -
The Economic Times · Published 23 Sep 2026
US 30-year mortgage rate tops 7%, hits 2-year high
In coverage record: 24 Sep 2026
“rising oil prices drove up Treasury yields that underpin residential borrowing costs”
Read article -
Fortune · Published 22 Sep 2026
How Kevin Warsh's rate hike exposed a 2-speed U.S. economy, with AI and housing at the poles
In coverage record: 23 Sep 2026
“Those costs reflect the rising yields on longer-term U.S. government debt, which have been going up for months on a mix of factors: Longer-term inflation concerns due to soaring U.S. government debt, geopolitical risks driving up energy costs, and ongoing financing demand for AI.”
Read article -
WDIV ClickOnDetroit · Published 17 Sep 2026
Asian stocks are mixed after Wall Street slips following Fed's rate hike decision
In coverage record: 18 Sep 2026
“Government bond yields have remained higher since the war as the war-driven energy shock adds to inflationary pressure while investors also worry about growing U.S. national debt.”
Read article -
The New Indian Express · Published 17 Sep 2026
Asian stocks are mixed after Wall Street slips following Fed's rate hike decision
In coverage record: 18 Sep 2026
“Government bond yields have remained higher since the war as the war-driven energy shock adds to inflationary pressure while investors also worry about growing US national debt.”
Read article -
WDIV ClickOnDetroit · Published 15 Sep 2026
Asian shares trade mixed as markets continue to watch AI stocks and oil prices
In coverage record: 16 Sep 2026
“The yield on the 10-year Treasury briefly breached the 5.00% level during the morning for the first time in nearly three years. But the 10-year yield later pulled back to 4.98% after oil prices came off their highs for the day.”
Read article -
The National · Published 15 Sep 2026
Investors see surge in US Treasuries emerging as new market risk
In coverage record: 16 Sep 2026
“Analysts have attributed the recent increase in bond yields to rising oil prices and inflation fears stemming from the Iran war, concerns about the US fiscal direction and spending by AI companies.”
Read article -
Moneycontrol · Published 15 Sep 2026
Ten-year treasury yield rises to highest since 2007 as Fed looms
In coverage record: 16 Sep 2026
“Bond yields have been rising globally since the US and Israel launched an assault on Iran in late February, disrupting the supply of Middle Eastern oil and gas. The latest leg of the move followed an increase in global oil prices as risks to Middle East supplies grow.”
Read article -
SFGATE · Published 15 Sep 2026
Asian shares trade mixed as markets continue to watch AI stocks and oil prices
In coverage record: 16 Sep 2026
“The yield on the 10-year Treasury briefly breached the 5.00% level during the morning for the first time in nearly three years. But the 10-year yield later pulled back to 4.98% after oil prices came off their highs for the day.”
Read article -
Livemint · Published 14 Sep 2026
10-year Treasury yield hits highest level since 2023 as US Federal Reserve decision looms
In coverage record: 15 Sep 2026
“rising crude oil prices fuelled expectations that the Federal Reserve and other central banks could keep interest rates higher for longer”
Read article -
Los Angeles Times · Published 14 Sep 2026
Wall Street slips amid concerns about oil prices and interest rates
In coverage record: 15 Sep 2026
“Such upward pressure on inflation has much of Wall Street expecting the Federal Reserve will hike its main interest rate on Wednesday at the end of its next meeting. The yield on the 10-year Treasury briefly breached the 5.00% level during the morning for the first time in nearly three years.”
Read article -
New York Post · Published 14 Sep 2026
US 10-year Treasury yield briefly surges past 5% on sky-high diesel prices
In coverage record: 15 Sep 2026
“The 10-year Treasury yield topping 5%, even if briefly, is more consequential for US households than what the Fed does on Wednesday. That's the rate that sets your mortgage rate, which is why they are getting close to 7%.”
Read article -
OilPrice · Published 13 Sep 2026
Further Oil Price Spikes Could Rekindle Recession Fears
In coverage record: 14 Sep 2026
“The spike in crude and fuel prices are pushing up Treasury yields and longer-term borrowing costs, while the Fed could move to anticipate an inflation shock by raising its key interest rate as soon as next week.”
Read article -
Devdiscourse · Published 11 Sep 2026
Global Bond Selloff Spurs 10-Year Treasury Yields Towards 5%
In coverage record: 12 Sep 2026
“Deutsche Bank strategist Jim Reid points to geopolitical tensions as the primary driver.”
Read article -
Devdiscourse · Published 11 Sep 2026
Dollar Dominance Amid Energy Jitters: Markets on Edge
In coverage record: 12 Sep 2026
“This uncertainty drove oil prices and bond yields upward, underlining the global economic impact of regional instability.”
Read article -
Los Angeles Times · Published 10 Sep 2026
Oil prices leap to their highest since May and drag Wall Street lower
In coverage record: 11 Sep 2026
“It all pushed the yield on the 10-year Treasury up to 4.95% from 4.83% late Wednesday... the rising 10-year Treasury yield is making mortgages more expensive and hurting the housing industry. One report on Thursday said the average long-term U.S. mortgage rate hit its highest level in over 14 months, while a second one said sales of previously occupied U.S. homes fell in August to their slowest pace in more than a year.”
Read article -
CNBC · Published 10 Sep 2026
What’s likely to move the market
In coverage record: 11 Sep 2026
“The rate on the 30-year fixed mortgage went above 7% on Thursday. As you might expect, the housing stocks didn't react so well. Toll Brothers fell 1.9%.”
Read article -
The Star · Published 2 Sep 2026
Asian markets tumble as US-Iran fighting lifts oil and bond yields
In coverage record: 3 Sep 2026
“The yield on the U.S. 10-year Treasury bond hit an intraday high of 4.8122%, its highest level in almost three years... renewed U.S. airstrikes on Iran on Tuesday, which earlier pushed oil prices to a five-week high.”
Read article -
The Economic Times · Published 31 Aug 2026
US stock market: Bessent dismisses US bond market turmoil concerns, points to economic strength
In coverage record: 1 Sep 2026
“Bessent attributed part of the recent rise in Treasury yields to higher energy prices and inflationary pressures linked to the conflict between the United States and Iran. He suggested that these pressures could diminish over time.”
Read article -
CNBC · Published 24 Aug 2026
How To Get A Low Auto Loan, Mortgage Rate When Bond Yields Are High
In coverage record: 25 Aug 2026
“Mortgage rates tend to track the 10-Year Treasury yield closely over time. Meanwhile, the U.S. 5-Year Treasury yield has remained elevated in recent months, contributing to a higher-rate environment for auto loans as well.”
Read article -
The Economic Times · Published 24 Aug 2026
India 10-year bond yield clings to 6.85%; traders eye oil moves amid sanctions threat
In coverage record: 25 Aug 2026
“Japanese government bond yields climbed on Monday amid concerns stemming from the Middle East instability. The benchmark Brent crude held above $92 a barrel, heightening concerns for major oil importers such as India.”
Read article -
CNBC TV18 · Published 21 Aug 2026
US stock futures rise as Wall Street looks to recover from yield
In coverage record: 22 Aug 2026
“investors worried that higher oil prices could fuel inflation and complicate the outlook for interest rates”
Read article -
Devdiscourse · Published 20 Aug 2026
Bond Yields Soar, Retail Giants Miss: Market Sentiment Shifts
In coverage record: 21 Aug 2026
“Elevated oil prices due to the Iran conflict and rising government debt led to fluctuations in bond and stock markets. The U.S. Treasury intervened to mitigate bond yield spikes, causing a brief relief; however, yields quickly regained momentum.”
Read article -
Santa Ana Orange County Register · Published 19 Aug 2026
US futures flat as AI stocks hit by heavy selling, oil prices rise
In coverage record: 20 Aug 2026
“High yields have already sent the average long-term U.S. mortgage rate near its highest level in a year, which has hurt the housing industry.”
Read article -
Norfolk Virginian-Pilot · Published 19 Aug 2026
US futures flat as AI stocks hit by heavy selling, oil prices rise
In coverage record: 20 Aug 2026
“High yields have already sent the average long-term U.S. mortgage rate near its highest level in a year, which has hurt the housing industry.”
Read article -
Hartford Courant · Published 19 Aug 2026
US futures flat as AI stocks hit by heavy selling, oil prices rise
In coverage record: 20 Aug 2026
“High yields have already sent the average long-term U.S. mortgage rate near its highest level in a year, which has hurt the housing industry.”
Read article -
Reading Eagle · Published 19 Aug 2026
US futures flat as AI stocks hit by heavy selling, oil prices rise
In coverage record: 20 Aug 2026
“High yields have already sent the average long-term U.S. mortgage rate near its highest level in a year, which has hurt the housing industry.”
Read article -
The Economic Times · Published 18 Aug 2026
30-year Treasury yields at highest level since 2007 amid Iran worries, broader selloff
In coverage record: 19 Aug 2026
“US Treasury yields were on the rise for a third consecutive session on Tuesday as concerns about the US-Iran conflict and inflation combined with a global bond selloff, pushing long-term borrowing costs toward their highest levels in decades.”
Read article -
Santa Ana Orange County Register · Published 17 Aug 2026
Wall Street hangs near its records
In coverage record: 18 Aug 2026
“In the meantime, oil prices are edging higher and helped push Treasury yields upward in the bond market.”
Read article -
The Atlanta Journal-Constitution · Published 17 Aug 2026
Wall Street hangs near its records
In coverage record: 18 Aug 2026
“oil prices are edging higher and helped push Treasury yields upward in the bond market”
Read article -
San Diego Union-Tribune · Published 17 Aug 2026
Wall Street hangs near its records
In coverage record: 18 Aug 2026
“In the meantime, oil prices are edging higher and helped push Treasury yields upward in the bond market.”
Read article -
Reading Eagle · Published 17 Aug 2026
Wall Street hangs near its records
In coverage record: 18 Aug 2026
“In the meantime, oil prices are edging higher and helped push Treasury yields upward in the bond market.”
Read article -
Baltimore Sun · Published 17 Aug 2026
Wall Street hangs near its records
In coverage record: 18 Aug 2026
“oil prices are edging higher and helped push Treasury yields upward in the bond market”
Read article -
The Economic Times · Published 17 Aug 2026
German Bund yield hits 15-year peak, France's at highest since 2009
In coverage record: 18 Aug 2026
“Investors fear not only higher inflation but also a rise in defence spending if geopolitical tensions persist, increasing debt issuance and adding to pressure on bond markets.”
Read article -
Devdiscourse · Published 11 Aug 2026
Bond Yield Alarm: Navigating the Trump Administration’s Rate Dilemma
In coverage record: 12 Aug 2026
“This discord is exacerbated by geopolitical tensions, energy price hikes, and internal market uncertainties, influencing potential Federal Reserve actions and political maneuvers.”
Read article -
The Globe and Mail · Published 11 Aug 2026
U.S. yield curve twists expose Trump’s and Bessent’s rate dilemma
In coverage record: 12 Aug 2026
“Energy shocks since the U.S.-Iran war began at the end of February and serious questions about the Fed's inflation-fighting credibility have rattled the bond market. Indeed, a move to 5 per cent now looks like the more immediate risk.”
Read article -
Livemint · Published 11 Aug 2026
US stock market today: Wall Street futures flat as Hormuz uncertainty fuels inflation fears
In coverage record: 12 Aug 2026
“Hormuz uncertainty fuels inflation fears”
Read article -
CNBC TV18 · Published 6 Aug 2026
day winning run as oil prices, yield add pressure
In coverage record: 7 Aug 2026
“Bond yields were also pressured as a result of the rebound in oil prices. The 10-year bond yield returned to the 4.67% mark after cooling off since the start of the week.”
Read article -
The Economic Times · Published 4 Aug 2026
Explained: Why Dow Jones closed at lifetime high despite caution over AI frenzy
In coverage record: 5 Aug 2026
“The latest fall in oil prices helped push US treasury yields down. The yield on benchmark US 10-year notes fell 6.13 basis points to 4.684%.”
Read article -
India Today · Published 4 Aug 2026
US stocks near record highs as earnings shine and oil prices ease
In coverage record: 5 Aug 2026
“Another drop in oil prices also supported the market. That in turn pushed bond yields lower, easing pressure on both the wider economy and asset prices. The yield on the 10-year Treasury fell to 4.63% from 4.70% on Monday and 4.75% at the end of last week.”
Read article -
Moneycontrol · Published 4 Aug 2026
Why gold prices edged higher today (Aug. 4): Key factors driving gold and silver
In coverage record: 5 Aug 2026
“Easing US-Iran tensions weighed on crude oil prices and boosted risk assets. Brent crude futures were trading 5.06 percent lower at $83.48 per barrel, easing inflation concerns and pulling Treasury yields lower.”
Read article -
The Economic Times · Published 3 Aug 2026
US 10-year yield falls from 18-month high on Iran peace talk hopes
In coverage record: 4 Aug 2026
“U.S. Treasury yields saw a decline on Monday as oil prices plummeted...the benchmark ten-year Treasury yield fell from an eighteen-month peak, and the two-year yield also saw a substantial drop”
Read article -
The Economic Times · Published 1 Aug 2026
Wall St Week Ahead-Teetering US stock market faces jobs report, big earnings week
In coverage record: 2 Aug 2026
“A re-escalation in the U.S. war with Iran is also complicating the picture, with a resurgence in oil prices driving up Treasury yields on renewed inflation worries. The market has kind of been held hostage to the price of oil and the yield on the 10-year (Treasury), both of which have moved higher.”
Read article -
Reuters · Published 30 Jul 2026
Consumers, AI spending likely supported US economic growth in the second quarter
In coverage record: 31 Jul 2026
“We've already had an effective tightening of monetary policy because of the steepening of the (Treasury) yield curve and mortgage rates are up at least a half a point since the start of the war.”
Read article -
Fortune · Published 29 Jul 2026
Dow drops over 1,100 points as sinking tech stocks combine with jumping oil prices to drag markets down
In coverage record: 30 Jul 2026
“The 10-year Treasury yield, which moves more with expectations for inflation and economic growth in upcoming years, went in the opposite direction. It jumped to 4.68% from 4.61% late Tuesday. That's up from 3.97% before the war with Iran sent oil prices much higher, and the increase has already sent long-term U.S. mortgage rates to their highest level in nearly a year.”
Read article -
Times of India · Published 28 Jul 2026
US stock market today: S&P 500, Dow Jones trade flat; Nasdaq drops over 1% as chips stocks drop
In coverage record: 29 Jul 2026
“The decline in oil prices also supported the bond market. The yield on the benchmark 10-year US Treasury note eased to 4.62% from 4.65% at Monday's close.”
Read article -
CNBC · Published 28 Jul 2026
Jim Cramer's top 10 things to watch in the stock market Tuesday
In coverage record: 29 Jul 2026
“Oil is down again this morning on hopes that a pause in U.S.-Iran hostilities leads to an off-ramp in the Mideast conflict... Is Trump waiting for this week's Fed meeting to be over, since lower oil prices bolster the case for no interest rate hike?”
Read article -
CBS News · Published 27 Jul 2026
Will mortgage rates improve after this week's Fed meeting?
In coverage record: 28 Jul 2026
“After dropping by around a full percentage point in 2025, the average mortgage interest rate spiked again in recent months against the backdrop of geopolitical tensions, overseas conflicts, a surging oil price and elevated inflation.”
Read article -
The Manila Times · Published 26 Jul 2026
US Federal Reserve expected to hold rates steady as inflation swirls
In coverage record: 27 Jul 2026
“The fighting has sent energy prices soaring once more, with the benchmark oil futures contract breaching $100 per barrel for the first time since late May. Inflation has been under pressure not just from rising fuel prices due to the war, but also due to heightened demand from the AI boom and the continued effect of Trump's tariffs rippling through the economy.”
Read article -
The New York Times · Published 24 Jul 2026
Crucial Interest Rate Jumps to Highest Level of Trump’s Second Term
In coverage record: 25 Jul 2026
“Rising yields have driven up mortgage rates in recent weeks, dampening hopes that moribund home sales would rebound this year. The average 30-year fixed-rate mortgage, the most common home loan in the United States, is now 6.58 percent, Freddie Mac said Thursday.”
Read article -
CNBC · Published 24 Jul 2026
Treasury yields retreat, 10-year hovers around January 2025 highs
In coverage record: 25 Jul 2026
“U.S. President Donald Trump said he will soon make a decision on whether to launch a "massive attack" on Iran after the conflict in the Middle East extended to a new battleground in the Red Sea.”
Read article -
CNBC · Published 24 Jul 2026
Why bond investors are pushing up some of your interest rates
In coverage record: 25 Jul 2026
“Mortgage rates are more than double what they were during the Covid-19 pandemic, for example, and they could move above 7%. It will increase the lock-in effect in the housing market, where they feel trapped”
Read article -
Benzinga · Published 23 Jul 2026
Mohamed El-Erian Warns Higher Oil, 'Massive Bond Issuance' Are Driving Global Yield Surge Ahead Of Fed Me
In coverage record: 24 Jul 2026
“El-Erian observed that "higher oil prices — and, I suspect, further indication of massive bond issuance ahead–" are pushing rates higher on the day of the ECB policy decision.”
Read article -
CNBC · Published 23 Jul 2026
Treasury yields follow oil prices higher, traders await jobs data
In coverage record: 24 Jul 2026
“U.S. Treasury yields advanced on Wednesday, following oil prices higher, as traders await jobless claims data due later in the session. Oil prices continued to climb on Thursday, with Brent crude futures surpassing $97, following reports of attacks on tankers off the coast of Saudi Arabia and the U.S. renewed threats to escalate strikes against Iran.”
Read article -
EUROPE SAYS · Published 23 Jul 2026
Stocks Fall Sharply as Crude Oil Prices Soar and Alphabet Sparks AI Spending Concerns
In coverage record: 24 Jul 2026
“T-notes fell on Thursday's sharp +6% rise in WTI crude oil prices, which threatened to worsen inflation. T-note prices were also undercut by the US unemployment claims report, which showed a stronger-than-expected labor market. The 10-year T-note yield rose +4.5 bp to 4.699%.”
Read article -
Reading Eagle · Published 22 Jul 2026
US stocks drift in mixed trading as oil prices climb amid war
In coverage record: 23 Jul 2026
“The yield on the 10-year Treasury rose to 4.65% from 4.63% late Tuesday and from just 3.97% before the war with Iran began. It's already helped bring long-term U.S. mortgage rates to their highest levels in nearly a year.”
Read article -
Anchorage Daily News · Published 21 Jul 2026
AI stocks gather more strength, even as Brent oil’s price nears $92
In coverage record: 22 Jul 2026
“The yield on the 10-year Treasury edged up to 4.63% from 4.60% late Monday and from just 3.97% before the war with Iran began. Mortgage rates have already climbed to their highest level in nearly a year because of higher Treasury yields in the bond market.”
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Santa Rosa Press Democrat · Published 21 Jul 2026
AI stocks gather more strength, even as Brent oil’s price tops $90
In coverage record: 22 Jul 2026
“Mortgage rates have already climbed to their highest level in nearly a year because of higher Treasury yields in the bond market. The yield on the 10-year Treasury climbed to 4.62% from 4.60% late Monday and from just 3.97% before the war with Iran began.”
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Barchart · Published 21 Jul 2026
AI stocks gather more strength, even as Brent oil's price nears $92
In coverage record: 22 Jul 2026
“Mortgage rates have already climbed to their highest level in nearly a year because of higher Treasury yields in the bond market. That could force D.R. Horton to offer more incentives to homebuyers in the current quarter, which would cut into its profits.”
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Reading Eagle · Published 21 Jul 2026
AI stocks gather more strength, even as Brent oil’s price tops $90
In coverage record: 22 Jul 2026
“The yield on the 10-year Treasury climbed to 4.62% from 4.60% late Monday and from just 3.97% before the war with Iran began. Mortgage rates have already climbed to their highest level in nearly a year because of higher Treasury yields in the bond market.”
Read article