Treasury yields fall as AI concerns spur safe-haven demand
TLT•Chung Wu Investment Group’s October 2026 review highlighted falling 10-year Treasury yields as safe-haven demand outweighed inflation pressures. Technology and communication services each fell more than 7%, while diesel prices more than doubled year-to-date.
1. Yields and sector moves
Chung Wu Investment Group’s October 2026 review highlighted declining 10-year Treasury yields as safe-haven demand outweighed inflation pressures. Technology and communication services each fell more than 7%; most other sectors rose, while bonds cushioned portfolios.
2. Inflation and policy
Diesel prices more than doubled year-to-date as geopolitical disruptions strained supplies, raising transportation costs across supply chains. The Federal Reserve held interest rates steady in October to assess the effects of September’s increase.
3. French bond yields
France’s fiscal strains pushed its 10-year government bond yield above multiyear highs, sharply widening its spread over comparable German government bonds.
