U.S. 10-year yields anchor near 2007 peaks, set for biggest monthly jump in 2 yrs

U.S. 10-year Treasury yields have climbed to levels last seen in 2007, with this month marking the biggest monthly rise in two years. This sharp move in the long end reflects shifting rate expectations and inflation concerns, and has immediate implications for equity valuations, FX carry trades, and broad portfolio positioning across risk assets.

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