Monday, 28 September 2026Updated 15m ago
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Market move▼ Bearish for Indian equities

AI-driven US growth holds up despite higher rates, unsettling Treasury investors

2 sources · first seen 06:30 25 Sept · updated 06:57 25 Sept

The brief

Written from 2 reports · check the source before you trade
  • AI-driven growth looks resistant to higher borrowing costs
  • The resilient economy and rising bond yields are spooking Treasury investors
  • Higher US yields can pressure Indian rate-sensitive sectors, including real estate and autos

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US economy7 todayAI58 todayUS Treasuries18 todayBond yields30 todayUS Fed18 todayCredit growth6 today

Linked by the tag US economy

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  2. 27 SeptTreasury Secretary Scott Urges Fed To Keep 'Open Mind' On US Inflation OutlookData · 1 source · US core consumer prices rose 0.3% in August and 2.4% year over year
  3. 27 SeptWill a falling unemployment rate keep U.S. inflation above target?1 source
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  5. 27 SeptWill US jobs data add to pressure on Fed policymakers?Data · 1 source · The report previews whether US jobs data will add pressure on Fed policymakers
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Part of a developing story61 updates over 5 days

Rising US Treasury yields and market pressure

US Treasury yields climbed amid sticky inflation, heavy bond issuance and strong economic activity, with the 30-year yield topping 5.53% and the 10-year reaching a 19-year high. Reports warned of pressure on US stocks and investor confidence and capital inflows in India; the Sensex earnings yield minus the US 10-year yield turned negative, its lowest in 14 months.

Friday, 25 September

  1. Nikkei, TOPIX up over 1% as Japanese indices lead Asian markets despite Wall Street bond rout
  2. Surging US Yields Push Spreads With Asia Toward Extremes
  3. Bond yields keep rising. How income investors can best take advantage of the moves
  4. 2 sourcesYou are here
    AI-driven US growth holds up despite higher rates, unsettling Treasury investors
  5. Why the economy can handle surging bond yields—for now
  6. Dalal Street slumps on oil spike, bond rout & Irda jolt
  7. Wall Street indices remain volatile even as bond market meltdown continues

See all 61 updates →

Read the reports

2 reports · earliest 06:30
WSJThe Robust U.S. Economy Powers Through Rate Hikes and Rising Bond Yields06:30MintThe robust US economy powers through rate increases and rising bond yields06:57