ING Sees Upside Potential in 10-Year U.S. Treasury Yield Breakout

ING analysts see potential for a breakout in the 10-year US Treasury yield, currently at 4.09%. A decisive move above 4.1% could indicate a more structural change, potentially influencing market trends into 2026. A higher yield could tighten financial conditions and weigh on riskier assets, including cryptocurrencies. The analysts attribute the stickiness of the yield to structural shifts in the US economy, driven by productivity gains partially fueled by artificial intelligence.