U.S. Treasury yields have surged more than 90 basis points since the start of 2026, hitting a 2002 high above 5.3% for the 10-year and 5.7% for the 30-year bond. Inflation reached 3.7% year-over-year in September, above Wall Street expectations, leading traders to price in at least one more Fed rate hike before year-end. The sectors most sensitive to high rates are homebuilders, utilities, technology and small caps, with declines of 7.3%, 6%, and more than 11% for the Russell 2000 since its August record. Healthcare appears as the most resilient sector thanks to stable earnings and non-cyclical demand, with names like Abbott Laboratories, Boston Scientific and CVS Health recommended by analysts.
Source: Read the original article
Disclaimer: this content is for information purposes only and is not financial advice. Cryptocurrencies are highly volatile: you may lose all of your capital. Always do your own research. Legal notice
