Here’s Why a 5% US Yield Would Stress Out Global Markets

  • Bond market volatility has caused some deals to be shelved
  • Soaring yields draw comparisons to the 2013 taper tantrum

WATCH: US 30-Year Yield Hits 5% for First Time Since 2007

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As global financial markets grapple with the possibility of 5% benchmark Treasury yields, the question on investors’ minds: how much worse could it get?

Ten-year US yields, the reference rate for the global cost of capital, are fast closing in on the 5% milestone, a level not seen since the months before markets were swept into the financial crisis of 2008. After stripping out inflation, the yield stands at nearly 2.5%, eroding the lure of virtually every other asset.