← 인사이트로US 10-Year Treasury Bond
2026. 1. 1.
전망 요약
Yields are likely to remain elevated, creating a valuation ceiling for equities and increasing borrowing costs.
주요 포인트
- Higher yields attract capital away from the stock market into 'risk-free' assets
- Increased mortgage rates are cooling the real estate sector
- Yield curve dynamics suggest the Fed's policy is successfully tightening financial conditions