BARCLAYS: U.S. 30-YEAR YIELD COULD HIT 6%

Barclays says the 30-year Treasury yield could reach 6% if the AI investment boom produces a sustained acceleration in U.S. productivity.

Stronger productivity could keep the economy growing faster and force markets to raise long-run expectations for Fed rates, pushing long-term yields higher.

The 30-year yield has already climbed above 5.61%, its highest since 2002.
(@WalterBloomberg)