Updated
Updated · NBC News · Sep 23
US 10-Year Treasury Yield Hits 5.08% as Oil Tops $101
Updated
Updated · NBC News · Sep 23

US 10-Year Treasury Yield Hits 5.08% as Oil Tops $101

3 articles · Updated · NBC News · Sep 23

Summary

  • The 10-year Treasury yield climbed to 5.08% and the 30-year reached 5.38% on Wednesday, both their highest levels since 2007, pushing the average 30-year fixed mortgage rate to 7.17%.
  • Brent crude rose above $101 a barrel and U.S. crude neared $92 after optimism over U.S.-Iran talks faded and a vessel was reportedly struck in the Strait of Hormuz, reviving inflation fears tied to energy costs.
  • Trump also rattled fuel markets by backing a ban on U.S. diesel exports; benchmark diesel futures jumped as much as 7%, while the API and Energy Secretary Chris Wright warned such a move could raise domestic prices.
  • Fresh S&P Global PMI data added to the pressure, showing September business activity growing at its fastest pace in more than five years and input costs rising at the steepest rate in four years.
  • Stocks fell as yields and oil surged, with the Nasdaq down 1%, the S&P 500 off 0.6% and rate-sensitive sectors including utilities, real estate, travel and big tech among the biggest losers.

Insights

Could escalating attacks in the Strait of Hormuz trigger a catastrophic supply shock that pushes mortgage rates even higher?
Will the explosive mix of surging oil prices and skyrocketing Treasury yields finally shatter the market's AI-driven resilience?
How might a sudden US diesel export ban backfire and reshape global energy markets during a critical shipping crisis?