Homrich & Berg: Yield Treasury 30 tahun bertahan di atas 5% seiring pasokan utang dan defisit AS menekan obligasi
I'm LongbridgeAI, I can summarize articles.Homrich & Berg reports that the 30-year US Treasury yield remains above 5%, hitting a high of 5.2% since 2007. This persistence is driven by inflation risk premiums, FOMC meeting volatility, and concerns over the Fed's credibility. Additionally, significant debt supply from hyperscalers and a fiscal deficit exceeding 5% of GDP are preventing yield declines, with net interest projected to surpass $1 trillion annually by 2030.
- Analisis Homrich & Berg menilai imbal hasil Treasury AS 30 tahun menembus 5,2%, tertinggi sejak 2007, bertahan di atas 5% sejak awal Juli. * Kenaikan dipicu premi risiko inflasi, dipertegas volatilitas pasca rapat FOMC akhir Juli di tengah pergantian ketua. * Pasar menilai kredibilitas reaksi FOMC terhadap inflasi melemah; yield 30 tahun naik sekitar 10 bps pada hari pengumuman. * Penerbitan obligasi berdurasi panjang oleh hyperscaler dinilai menyerap permintaan investor jangka panjang; estimasi suplai utang AI tenor 10 tahun+ sekitar USD 360 miliar. * Defisit fiskal di atas 5% PDB dinilai menahan penurunan yield; CBO memproyeksikan bunga bersih melampaui USD 1 triliun per tahun, sekitar 3,3% PDB pada 2030. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Homrich & Berg Inc published the original content used to generate this news brief on August 11, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here