Bull Theory(@BullTheoryio):The real cost to borrow money for 10 years is up more than 60% since the US-Iran war started. The 10-year real yield has jumped from 1.72% to 2.80%, its highest level since 2008. And this is important because the real yield shows the cost of borrowing after expected inflation is removed. The regular 10-year Treasury yield can rise simply because investors expect higher inflation. But real yields strip that out. So this shows that the actual cost of borrowing has become much more expensive.

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Bull Theory@BullTheoryio

2026.10.05 12:48

The real cost to borrow money for 10 years is up more than 60% since the US-Iran war started. The 10-year real yield has jumped from 1.72% to 2.80%, its highest level since 2008. And this is important because the real yield shows the cost of borrowing after expected inflation is removed. The regular 10-year Treasury yield can rise simply because investors expect higher inflation. But real yields strip that out. So this shows that the actual cost of borrowing has become much more expensive.