Investors See No Signs of U.S. Treasury Selloff Abating as Inflation Fears, Shifting Buyer Dynamics, and Policy Uncertainty Collide - Tekedia

U.S. Treasuries sold off as the 10-year yield climbed near 4.62%, signaling renewed pressure on bond prices.

Analysts pointed to sticky inflation, higher Brent crude, and Middle East energy risks as key drivers of the move.

A shift toward more yield-sensitive buyers is also reducing support from foreign demand and other traditional Treasury holders.

Markets are now scaling back expectations for Federal Reserve rate cuts if inflation and policy uncertainty persist.