US 30-Year Treasury Yield Hits 5.12%, Highest Since 2008, Pressuring AI Stock Rally
The U.S. 30-year Treasury yield rose to 5.12% on May 16, extending the selloff in long-dated government debt and leaving the rate at its highest level since the run-up to the 2008 financial crisis. The latest increase is putting renewed pressure on the AI stock rally, as a 30-year yield sustained above 5% raises the cost of capital for AI capital expenditure and private-credit financing.
The move builds on a May 15 jump that took the 30-year yield above 5.1% and on a $25 billion auction of 30-year Treasuries that cleared at 5.046%, the first such sale above 5% since 2007. The rise is part of a broader global bond selloff: Britain’s 30-year gilt yield has reached its highest level since 1999, while earlier in the week the U.S. 10-year yield climbed to 4.59% after firmer producer-price data and a surge in Japanese long-bond yields.
From the sources (19 posts)
@lisaabramowicz1Average yields on long-dated government bonds have reached their highest levels since 2008, h/t @DRBCurtis "The last mile of fighting inflation is a marathon rather than a sprint...there are a lot of upward pressures on rates across the cur
@lizannsondersPPI truck transportation costs of freight soared +8.1% in April … biggest jump on record
@globalmktobserv⚠️THERE WE GO: The 30-year Japanese bond yield is up another +10 basis points, to 3.92%, on track for the highest daily close since its debut in 1999. 40-year JGB yield is up +6 basis points, to 4.16%, on track for the highest weekly clos
@lizannsondersApril PPI final demand services (blue) and goods (orange) both increased at fastest pace since 2022
@lizannsondersMBA mortgage applications rose +1.7% for week ending May 8 … 30y mortgage rate rose to 6.46%
@lizannsondersApril annualized 3-month % change for core PPI advanced +6.7% and remained well above its long-term average
@firstsquawkBenchmark U.S. 2-Year Treasury Yield Rises to 4.027%, Highest Since June 2025
@firstsquawkU.S. 30-Year Treasury Yield Climbs to 10-Month High of 5.056%, 10-Year Hits 4.512%
@zerohedgeSurging rates hitting futs, ES < 7500
@kalshiJUST IN: 30-year Treasury yield climbs above 5.1% — highest in last 12 months.
@biancoresearchThe last time the 30-year yield traded at this level, George W Bush was President. Let's see if it closes at this level (5 PM ET).
@philippilkRT @KobeissiLetter: BREAKING: The US 10Y Note Yield extends gains to 4.59%, the highest level since May 22nd, 2025.
@kevrgordonThe 10y Treasury yield is currently seeing its largest weekly increase since April 2025
@globalmktobserv⚠️US Treasury yields are back at levels that matter for equities: The 30-year US Treasury yield is up to 5.12%, the highest since May 2025 and the 3rd-highest level since July 2007. At the same time, the 10-year yield is up 10 basis point
@steve_hankeThe US government has sold 30-year debt at a 5% yield for the first time since 2007. Trump's war in Iran has caused interest rates & gov’t debt servicing costs to SURGE.
@globalmktobserv⚠️HOLY COW: 30-year Treasuries are now paying 5% for the 1st time since 2007. A $25 billion auction of 30-year US Treasuries on Wednesday was awarded at 5.046%, the highest since the brink of the 2008 Financial Crisis. TAP IMAGE TO SEE F
@bitcoinnews📘 The U.S. 30-Year Treasury Yield has exploded to 5.12%, the highest level since the run-up to the 2008 Great Financial Crisis. Meanwhile, the British 30-Year Gilt is the highest on record since 1999.
@cointelegraph⚡ INSIGHT: Rising bond yields are becoming the biggest threat to the AI stock rally, per Bloomberg.
@vinodsrinivasanThe yield level everyone is watching: 30Y Treasury sustainably above 5%. It already trades there. Rising yields raise the cost of capital for AI capex and for private credit. Both are funding this rally indirectly. The transmission from