US Treasury yields have surged sharply since February's Iran conflict, with 10-year yields reaching 5.23% and 30-year yields at 5.614%, levels unseen in over two decades. Technical indicators suggest further yield increases could trigger a self-reinforcing selling spiral, though some analysts expect buyers may eventually step in at these elevated levels. Rising volatility in rate options and pressure on credit spreads signal growing market stress and investor concerns about sustained higher yields.
A post discusses AI infrastructure stocks in the context of global markets repricing the cost of capital, referencing trends from French bonds to Wall Street records.