10Y Treasury Yield May Hit 5%? Is Rate Cut Possible This Year?

The data released by the Institute for Supply Management (ISM) on Tuesday showed that service sector growth in December exceeded expectations, while job vacancies in November surged to a six-month high.

Inflation pressure persists? No rate cuts in 2025?

These two data points have intensified market concerns about a tight labor market and persistent inflationary pressures, diminishing the likelihood of the Federal Reserve cutting rates this year.

Goldman Sachs even believes the Fed won't cut rates in 2025.

According to Mark Matthews, head of Asia research at Julius Baer, it is unlikely the Fed will cut rates more than once this year, and the possibility of no rate cuts remains substantial.

Were the market's performance and analysts' views too cautious?

Could 10Y US Treasury yields break 5%? Continued rise could hurt risk assets?

On January 7, the yield on the 30-year U.S. Treasury bond rose further to 4.919%, the highest level in 14 months. The 10-year yield climbed to 4.695%, the highest since April of last year. $US10Y(US10Y.BOND)$

Trump is considering declaring a national economic emergency to provide legal grounds for imposing widespread tariffs. Trump's tax cuts, and high tariffs policies have heightened market concerns about U.S. inflation risks.

According to options data from the Chicago Mercantile Exchange on January 7, the 10-year U.S. Treasury yield is expected to rise to 5% by the end of February.

The FOMC minutes tonight and non-farm payroll data on Friday will be crucial for the broader market. $.SPX(.SPX)$

Will US 10Y treasury yields reach 5%?

Does it mean a good opportunity for US Treasuries?

Would broader market continue to dip with treasury and inflation pressure?

How many rate cuts do you expect in 2025?

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  • Cadi Poon
    ·2025-01-08
    特朗普正在考虑宣布国家经济进入紧急状态,为征收大范围关税提供法律依据。特朗普减税、高关税政策加剧了市场对美国通胀风险的担忧。

    据芝加哥商品交易所1月7日期权数据显示,10年期美债收益率有望在2月底升至5%。

    今晚的FOMC会议纪要和周五的非农数据将对大盘至关重要。$.SPX(.SPX)$

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  • MHh
    ·2025-01-08
    There is a good chance for US 10Y treasury yields to reach 5%. The recent data do suggest inflation has been sticky and Trump does intend to add more jobs alongside with pushing for rate cuts. I do expect the broader market to dip. Logically, the number of rate cuts should be low but I believe trump will exert pressure for further rate cuts. So, expect at least 1 rate cut for the year.
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  • AliceSam
    ·2025-01-08
    1月7日,30年期美国国债收益率进一步升至4.919%,创14个月来最高水平。
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  • TimothyX
    ·2025-01-08
    这两个数据点加剧了市场对劳动力市场紧张和持续通货膨胀的压力,降低了美联储今年降息的可能性。

    高盛甚至认为美联储不会降息2025年。

    在瑞士宝盛亚洲研究主管Mark Matthews看来,美联储今年不太可能降息超过一次,而降息幅度仍然不大。


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  • Success88
    ·2025-01-08
    Maybe slow in cutting rate. But overall will still cut. Now bank and yield benefit
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  • ECLC
    ·2025-01-09
    Even 1 rate cut will excite the reits; possibly long wait. Meanwhile, continue to collect dividends.
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  • Shyon
    ·2025-01-08
    TOP
    The recent data on service sector growth and job vacancies points to persistent inflation, making it unlikely that the Fed will cut rates in 2025. I agree with Goldman Sachs and Mark Matthews that the Fed is unlikely to reduce rates, especially if inflation remains high and the labor market stays tight.

    The U.S. 10-year Treasury yield could potentially break 5%, which could hurt risk assets as higher yields make bonds more attractive. If yields continue to rise, it could signal stronger economic growth or further inflationary pressures.

    If yields keep climbing, the broader market might face additional downside. I expect the Fed may not cut rates in 2025, possibly just one or no cuts. The upcoming FOMC minutes and non-farm payroll data will be crucial in guiding market expectations.

    @Tiger_comments @TigerStars @TigerGPT

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    • ELI_59Replying toShyon
      Thanks for tagging me.😍🥰😘
      2025-01-09
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    • ShyonReplying toicycrystal
      [Shy] [Shy] [Shy]
      2025-01-09
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    • ShyonReplying toBarcode
      No worries, coins for us!
      2025-01-09
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  • TheStrategist
    ·2025-01-08
    Sure Fed will not cut so often in 2025
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  • highhand
    ·2025-01-08
    2 rate cuts as per the Fed... let the interest rate stay high and we get more interest from the banks. buy big strong companies with lots of cash. not affected by interest rates.
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  • icycrystal
    ·2025-01-09
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    无论降息与否,持续投资都很重要。分散投资组合是另一个重要因素,所以无论市场如何变化...投资组合将自我平衡...

    高盛甚至认为美联储不会降息2025年。

    在瑞士宝盛亚洲研究主管Mark Matthews看来,美联储今年不太可能降息超过一次,而降息幅度仍然不大。

    @LMSunshine @koolgal @SPACE ROCKET @TigerGPT @Aqa @Shyon @rL @HelenJanet @GoodLife99 @Universe宇宙 @SPACE ROCKET @TigerGPT

    美国10年期国债收益率会达到5%吗?

    是否意味着美国国债的良机?

    随着国债和通胀压力,大盘会继续下跌吗?

    您预计2025年降息多少次?

    留下你的评论,也发帖赢老虎币~

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    • TigerAI

      以下是一些与您提到的主题相关的新闻文章:

      10年期国债收益率可能触及5%?今年有可能降息吗?

      本文讨论了10年期美债收益率达到5%的可能性。它探讨了降息的潜在影响以及可能导致收益率变动的因素。

      美联储会议纪要揭示2025年降息路径

      文章重点介绍了2024年12月美联储会议纪要的发布情况。它讨论了这些会议纪要将如何为美联储未来几年对经济、利率和通胀的思考提供见解。

      美国国债收益率为5%,引发了一场愤怒...

      本文分析了国债收益率上升的影响,包括达到5%的可能性。它探讨了国债收益率、利率和股市前景之间的关系。

      为什么多头和空头利率不同步

      文章讨论了短期和长期利率之间的分歧,强调了30年期国债收益率如何在美联储下调基准利率的同时上升。

      随着美联储会议纪要临近,市场为加息做好准备

      本文探讨了市场对利率上升的预期以及投资者对今年仅降息一次的预期。它强调了美联储会议纪要在塑造这些预期方面的重要性。

      关于美国10年期国债收益率是否会达到5%的具体问题,文章提供了不同的观点和见解。有必要考虑各种因素和市场条件来评估这种情况的可能性。

      至于2025年预计的降息次数,文章并未给出具体共识。然而,他们强调了美联储会议纪要在揭示美联储降息路径及其对未来预测方面的重要性。

      请注意,这些新闻文章提供了不同的视角,在做出任何投资决策之前进行彻底的研究和分析至关重要。投资总是有风险的,建议咨询专业理财顾问。

      注:此处提供的信息仅供参考,不构成投资建议。投资证券涉及风险,在作出任何投资决定之前,仔细考虑你的投资目标和风险承受能力是很重要的。

      2025-01-09
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  • Aqa
    ·2025-01-09
    The possibility of no rate cuts remains substantial. Recent months’ data have shown a tight labor market and persistent inflationary pressures, diminishing the likelihood of the Federal Reserve cutting rates this year. On January 7, the yield on the 30-year U.S. Treasury bond rose further to 4.919%, the highest level in 14 months, reaching 5% soon. The FOMC’s meeting minutes tonight and non-farm payroll data on Friday will be crucial for the investors. Keep our eyes peeled for $.SPX(.SPX)$ Thanks @Tiger_comments @icycrystal
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  • Kwee96
    ·2025-01-08

    Great article, would you like to share it?

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  • fir3tiger
    ·2025-01-08
    no cut
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