10Y Treasury Yield

Benchmark cost of government borrowing — higher yields increase the cost of rolling over debt.

4.3%

Trend YoY growth is -0.1%, slowing by 3 bps/month over the last 5Y. Deviations have remained above trend for 20 consecutive periods. Latest: -0.1%, 5 bps above trend, a 0.1σ deviation.

Level

YoY Change

y = 1.4% 3 bps/mo · t

Deviation from trend

Forecast

Rolling 1Y trend forecast

Forecast made inMay '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26Dec '26Jan '27Feb '27Mar '27Apr '27
May '25-0.1%-0.1%-0.2%-0.2%-0.2%-0.2%-0.3%-0.3%-0.3%-0.3%-0.4%-0.4%-0.4%-0.4%-0.5%-0.5%-0.5%-0.5%-0.6%-0.6%-0.6%-0.7%-0.7%-0.7%
Jun '25+0.0%+0.0%+0.0%+0.0%+0.0%+0.1%+0.1%+0.1%+0.1%+0.1%+0.1%+0.1%+0.1%+0.1%+0.1%+0.1%+0.1%+0.1%+0.1%+0.1%+0.1%+0.2%+0.2%
Jul '25+0.1%+0.2%+0.2%+0.2%+0.2%+0.3%+0.3%+0.3%+0.4%+0.4%+0.4%+0.4%+0.5%+0.5%+0.5%+0.6%+0.6%+0.6%+0.6%+0.7%+0.7%+0.7%
Aug '25+0.3%+0.3%+0.4%+0.4%+0.5%+0.5%+0.6%+0.6%+0.7%+0.7%+0.8%+0.9%+0.9%+1.0%+1.0%+1.1%+1.1%+1.2%+1.2%+1.3%+1.3%
Sep '25+0.3%+0.4%+0.5%+0.5%+0.6%+0.6%+0.7%+0.7%+0.8%+0.9%+0.9%+1.0%+1.0%+1.1%+1.1%+1.2%+1.2%+1.3%+1.4%+1.4%
Oct '25+0.3%+0.3%+0.4%+0.4%+0.4%+0.5%+0.5%+0.5%+0.6%+0.6%+0.6%+0.6%+0.7%+0.7%+0.7%+0.8%+0.8%+0.8%+0.9%
Nov '25+0.1%+0.1%+0.1%+0.1%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%-0.1%-0.1%-0.1%-0.1%-0.1%-0.1%
Dec '25+0.0%-0.1%-0.1%-0.1%-0.2%-0.2%-0.2%-0.3%-0.3%-0.3%-0.4%-0.4%-0.4%-0.5%-0.5%-0.5%-0.6%
Jan '26-0.1%-0.2%-0.2%-0.2%-0.3%-0.3%-0.3%-0.4%-0.4%-0.4%-0.5%-0.5%-0.5%-0.6%-0.6%-0.6%
Feb '26-0.2%-0.2%-0.2%-0.3%-0.3%-0.3%-0.3%-0.4%-0.4%-0.4%-0.5%-0.5%-0.5%-0.5%-0.6%
Mar '26-0.2%-0.3%-0.3%-0.3%-0.4%-0.4%-0.4%-0.5%-0.5%-0.5%-0.5%-0.6%-0.6%-0.6%
Apr '26-0.2%-0.2%-0.2%-0.3%-0.3%-0.3%-0.3%-0.4%-0.4%-0.4%-0.4%-0.5%-0.5%