Treasury Yield Surge Sends Emerging-Market Currencies Tumbling

  • Greenback may still weaken, but not continuously: State Street
  • Risk-sensitive currencies will likely remain on back foot: TD

The U.S. Treasury building in Washington, D.C.

Photographer: Al Drago/Bloomberg
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The first fallout from rising U.S. Treasury yields has emerged, with a stronger dollar buffeting emerging-market currencies such as South Africa’s rand and the Brazilian real.

The rand and real have slumped about 2% since U.S. yields crossed the 1% mark on Wednesday while Indonesia’s rupiah dropped almost 1%. The Colombian peso and Malaysia’s ringgit were among the other casualties as Treasury 10-year yields climbed to 1.10%, the highest since March.