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CBA rates strategist Jack Chambers says US Treasury yields have room to rise after hot October CPI data and hawkish Fed remarks. He notes that lower oil prices may pause the climb in coming weeks.
He expects growth and Fed hike bets to push the 10-year yield toward or above 5%.
Higher long-end yields keep the dollar supported and tighten financing for farm inputs and trade, which can weigh on dollar-quoted feed prices. Oil is the key swing factor, since a sustained fall would ease inflation fears and could cap yields.
investinglive.comEamonn SheridanNov 12, 2026After 2,356 past bullish macro events, US Dollar (Broad) moved a median +0.2% over 5 sessions (60% higher; middle half -0.3% to +0.7%), and +0.4% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
