Treasury yields 24-year high

Business · Heat 1.0 / 10 · 3 shows · 22m airtime

On October 7, 2026, the 10-year and 30-year Treasury yields hit 24-year highs in earlier trade. The 10-year's September rise was its biggest monthly jump since September 2022, and utilities are down 17 percent while homebuilders are down 21 percent. The discussion is about how long equities can hold up in a high-rate environment and whether yields have peaked.

How 3 podcasts covered it

1. Closing Bell, 2026-09-29 (21:01 to 25:30)
   Puts numbers on September's yield jump
   Calvasina puts numbers on the September yield move: the 10-year's monthly jump is its biggest since September 2022, the two-year is up about 55 basis points in September and 140 this year, and rate-sensitive sectors have already sold off, with utilities down 17 percent and homebuilders off 21 percent.
   New angle: The 10-year's September rise is its biggest monthly jump since September 2022; utilities are down 17 percent and homebuilders 21 percent.
2. WSJ What's News, 2026-09-30 (6:20 to 7:50)
   Recaps the yield high and adds CME odds
   Recaps the high-rate environment: the 10-year touching a 24-year high above 5.3%, oil near $98, and bank warnings about third-quarter results. It stays inside the yield story already on the record, adding only a CME-implied odds figure.
3. Closing Bell, 2026-10-01 (1:05 to 4:52)
   Recaps the yield spike and the stock reversal
   Recaps the session in which the 10-year peaked above 5.3%, a 24-year high, then retreated and stocks reversed higher. Runs through the day's movers - Micron, Nvidia, Salesforce, Oracle's Tencent chip deal, energy - and stays inside the yield-versus-equities frame.
4. WSJ What's News, 2026-10-03 (0:45 to 1:45)
   Recaps the week in markets
   Recaps the week in markets: the 10-year yield at a 24-year high on oil and a resilient economy, a weak jobs report lifting stocks, and the weekly index moves. It stays inside the yield-high story already on the record.
5. Closing Bell, 2026-10-07 (1:12 to 4:30)
   Debates whether the market holds at high rates
   Recaps the trading day and the yield spike, then debates whether the market can hold up in a high-rate environment. The segment stays inside the day's price action and the consensus view on yields.
   New angle: The 10-year and 30-year Treasury yields hit 24-year highs in earlier trade.
6. Closing Bell, 2026-10-07 (4:30 to 10:44)
   Interviews Citi's Moore on staying short duration
   Kate Moore of Citi Wealth talks through the high-yield backdrop: she stays short duration, sees competition for capital, growth and deficits putting a floor under yields, and argues the split between rate-sensitive losers and fundamental winners is healthy. Reaction and positioning, not a new development.
7. Bloomberg Surveillance, 2026-10-17 (17:55 to 19:21)
   Argues the yield rise is mostly for good reasons
   Wells Fargo's Tom Porcelli argues the rise in yields is mostly for good reasons and that a new floor sits under them. Opinion on the same yield story, with no new figure or development.