Everything on Interest Rates

US 10-year bond yields have reached 24-year highs above 5%, driven by massive supply from corporate and government issuers. Investors are demanding higher real yields to compensate for the increased debt load.

Impact: Higher borrowing costs will constrain future investment capacity for tech firms and may force a re-rating of high-valuation growth stocks.

— from AI Capital Expenditure and Bond Market Risks · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Oct 10, 2026