Two-Year U.S. Yields at 2008 Highs Are Scarier Than a 3% 10-Year

Watch Shape of the Curve, Not 3% Yield, Says Hogan

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With all the focus on the 10-year Treasury yield breaching 3 percent, investors may be missing the most important movement afoot in the world’s biggest debt market.

It’s the spike higher in U.S. short-term rates Bloomberg Terminalthat’s really flashing a warning signal for companies, share prices and consumers, according to Peter Tchir at Academy Securities Inc.