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Treasury yields just hit levels the bond market has not seen since before the financial crisis, and the pain is spreading fast into corners of the market most investors assumed were safe.

<p>The Fed just hiked rates and signaled more to come. Fixed-income ETFs have already pulled in about $460 billion year to date, more than the $435 billion they gathered in all of 2025, and Treasury products led by ultra-short funds are taking the largest share. Leading the charge is a single fund that has quietly ballooned past $110 billion in assets. Here's why investors are hiding in short-duration bonds, and the ETFs at the center of the move.</p>

The yield on the 10-year Treasury note shot up 0.15 percentage point to 5.11%, its highest level since 2007. The upshot will be higher borrowing costs throughout the economy if yields don’t return to their previous levels. Mortgage rates already are heading toward 7%, or even higher, threatening to depress an already weak housing market in many parts of the country.

U.S. long bond futures have broken below the October 2023 critical technical support level. The bonds fell below and out of their consolidation range, but a bearish technical break doesn't guarantee a wave of selling.

<p>The <em>ETF Zoo</em> shakes things up in this special episode recorded on-stage from Future Proof. Don't miss as Dave Nadig puts James Seyffart, Cinthia Murphy, Ben Johnson, Todd Sohn, and Sumit Roy in the hot seat in this gameshow style paddle game of agree of disagree that covers a host of ETF-centric topics, and the debates that spark from some of the surprising answers. </p>

<p>The Fed's rate hike capped a shift that's been building for months.</p>

<p>US-listed ETFs took in $91.9 billion last week, pushing 2026 inflows to about $1.47 trillion, nearly matching last year's record with three months to spare.</p>

Markets are mixed in early trading, with stocks and crude oil alternating between gains and losses. The same goes for gold and silver. Treasuries are mostly flat, while the dollar is a bit higher.

<p>Our first full day of content and activities at the ETF Oasis at Future Proof was a jam-packed one. Check out some of the moments we managed to capture in the mix of things!</p>

The Federal Reserve’s long-awaited rate hikes are unlikely to rescue the beaten-down Treasury market. Long-dated U.S. government bonds, as measured by the iShares 20+ Year Treasury Bond exchange-traded fund, have generated 4.4% in losses this year on a total-return basis. Consider this: The 10-year breakeven rate, which measures future inflation expectations, has only risen 0.09 percentage points this year through Wednesday, even as the 10-year Treasury yield has risen nearly a full percentage point to 5.02%, a 19-year high.

Editor’s note: This story has been updated to more accurately reflect Rick Rieder’s comments on 10-year Treasury yields. BlackRock Chief Investment Officer Rick Rieder warns that the $40 trillion national debt is a mounting fiscal burden, yet he views a...

Long-dated U.S. Treasuries have officially reached their worst 10-year rolling performance in a century.

Recent market moves are reversing in early trading, with stocks up, gold and silver climbing, and crude oil dipping. Treasuries are also trading slightly higher, while the dollar is flat.

A $7 billion flood into a Treasury bond fund that has lost a third of its value sounds like a mistake, but Bloomberg ETF analyst Eric Balchunas sees something else entirely in that trade on the morning of a Fed decision.

Long Treasury yields just hit levels not seen since 2007, and the usual rescue plan from the Fed is nowhere on the horizon. Understanding why this time is structurally different matters for anyone still holding duration as a bet on rate cuts.

Investing.com - The Federal Reserve is widely expected to raise its benchmark interest rate by 25 basis points today, which would mark the first hike since July 2023 and push the target range to 3.75%-4.00%.

A shift in the US 10-Year Treasury yield from 4%-4.5% up to 4.5-5% has initially triggered a knee-jerk, negative reaction in financial markets. But equity markets do not trade on interest rates in a vacuum. They trade on the reasons WHY rates are moving, explains Bryan Perry, editor of Cash Machine.

<p>The summer months may have ended, but the dog days appear to be sticking around, at least for markets. With the Fed rate decision due Wednesday and new developments in the Middle East sparking renewed fears of oil shortages, bond yields are spiking. It turns out that bonds are anything but boring this year. </p>

Treasury Secretary Scott Bessent is doubling down on his persona as an interventionist, signaling a willingness to use the "necessary tools" to support the bond market. The bond market is under pressure. Ten-year Treasury yields are threatening to close at levels not seen since 2007.

Stocks are under modest pressure again this morning after a late day fade yesterday. Crude oil is up, while gold, silver, and Treasuries are mixed. Bitcoin and other cryptocurrencies are broadly lower.

<p>US-listed ETFs took in nearly $16 billion last week as the 10-year Treasury yield closed in on 5% for the first time since 2023.</p>

<p>Here are the daily ETF fund flows for September 11, 2026.</p>

Economist Paul Krugman argues that rising bond yields stem from technology sector spending rather than Donald Trump administration policies. AI Investment Overtakes Policy Blame Writing on his Substack, Krugman explained that the surge in borrowing costs is a worldwide phenomenon,...

Diesel just crossed a price threshold that quietly reprices everything from groceries to long-term government bonds, and bond strategists say the ripple hitting Treasury yields may only be getting started.

Stocks are retreating in early trading, while oil prices and the US dollar are notably higher. Gold and silver are losing ground while Treasuries are flat.

Treasury Secretary Scott Bessent insists on challenging the bond vigilantes, and neither side is backing down. The underlying trends are pointing toward volatility ahead…and potentially much more. Gold investors should keep this in mind, suggests Brien Lundin, executive editor of Gold Newsletter.

President Donald Trump has promised a $5,000 “dividend” to every adult U.S. citizen if Republicans keep control of both chambers of Congress in November. There’s just a little problem. The U.S. Treasury doesn’t have the money to write this check....

Two iShares ETFs hold nothing but U.S. Treasuries, yet their investors are living completely opposite financial realities right now, and the reason comes down to a single structural choice made before rates started moving.

Both interest rates and crude oil are retreating – a bit – after big recent moves. That’s helping stocks bounce. Ditto for Bitcoin, gold, and silver. The dollar is flat.

Investor Peter Schiff said he doesn’t believe the Federal Reserve will raise interest rates next week, arguing that even if it does, a quarter-point move would do nothing to curb inflation in an environment of surging commodity prices. ‘They Should...