U.S. 10-Year Treasury Yield Around Fed Hike Cycles Historically, the U.S. 10-year Treasury yield tends to rise a few months before the start of the Fed’s hiking cycle. Image: Goldman Sachs Global Investment Research
U.S. 2/10-Year Treasury Yield Curve and Fed Funds Target Rate If growth remains resilient this year, then the U.S. yield curve may not flatten. Image: Alpine Macro
Forecast – U.S. 10-Year Treasury Yield Goldman Sachs forecasts the U.S. 10-year Treasury yield at 2.50% in 2024. Image: Goldman Sachs Global Investment Research
Copper to Gold Ratio and U.S. 10-Year Treasury Yield Historically, the copper to gold ratio tends to lead the direction of the 10-year UST yield. Image: The Daily Shot
S&P 500 Index Returns Under a Higher 10-Year Yield Historically, higher rates tend to be bullish for the S&P 500. Image: LPL Financial LLC
Global 10-Year Sovereign Bond Breadth Will global 10-year sovereign bond yields continue to rise? Image: Topdown Charts
S&P 500 Dividend Yield and 10-Year Treasury Yield The S&P 500’s dividend yield remains much lower than the 10-year Treasury yield. Image: The Daily Shot
Rolling 1-Month S&P 500 Return vs. Z-score of 1-Month Change in 10-Year U.S. Treasury Yields When U.S. Treasury yields increase too fast, the S&P 500 tends to struggle. Image: Goldman Sachs Global Investment Research
Post-GFC Fed Balance Sheet Phases, Fed Funds, UST 10-Year and the S&P 500 Can U.S. stocks survive the Fed’s tapering and rate hikes? Image: Deutsche Bank
S&P 500 Index and 10-Year U.S. Real Interest Rates With Fed funds on the move, a rise in real rates could become a strong headwind for the S&P 500. Image: Morgan Stanley Research