AI Valuations

Macro Markets

Treasury Yields Hit 18-Year High as Inflation Re-Anchors, Threatening Rate-Sensitive Equities

The 30-year Treasury yield reached 5.2% on May 19, its highest level since 2007, as persistent inflation forces markets to price Fed hikes rather than cuts — creating systemic pressure on unprofitable AI companies and high-leverage sectors.

8 min read ·