10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens
Published . Updated .
The benchmark 10-year Treasury yield touched the crucial 5% threshold on Monday, with oil prices marching higher, jitters about artificial intelligence growing and investors looking elsewhere for safety.
Directly affected
- No company is named in this report.
Indirectly affected
- TLT iShares 20+ Year Treasury Bond
Long-term bonds move when yields change
- IEF iShares 7-10 Year Treasury Bond
Treasury bonds move when yields change
- SHY iShares 1-3 Year Treasury Bond
Short-term bonds move when the Fed changes rates
- SPY SPDR S&P 500
Stocks move when the Fed changes the rate path
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- CVX Chevron
Oil producers earn more when crude prices rise
- JPM JPMorgan Chase
Bank profits move with lending and interest rates
- BAC Bank of America
Bank profits move with lending and interest rates
- GS Goldman Sachs
Bank profits move with lending and interest rates
- XLF Financial Select Sector SPDR
A fund of financial companies
Price reaction, T-5 to T+3
The benchmark 10-year Treasury yield touched the crucial 5% threshold on Monday, with oil prices marching higher, jitters about artificial intelligence growing and investors looking elsewhere for safety.
Source: MarketWatch
United States Oil Fund (USO) compared with energy stocks (XLE) since 14 Sep 2026
Since the first closing price after “10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens,” United States Oil Fund (USO) is -0.67%. The S&P 500 fund (SPY) is +1.21% over the same days, a -1.89% difference versus the market. energy stocks (XLE) is +2.82%, a -3.49% difference versus that group of stocks.
Filings that name United States Oil Fund (USO) around 14 Sep 2026
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 17 days before publication, inside 30 days. The filing is listed beside the story “10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 21 days before publication, inside 30 days. The filing is listed beside the story “10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
United States Oil Fund (USO) on one side of this energy story
Companies carried with this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 14 Sep 2026 story “10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- BNO United States Brent Oil Fund
For “10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XLE Select Sector Spdr Tr
In “10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
In “10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- CBAT CBAK Energy Technology
CBAK Energy Technology (CBAT) is linked, with no stored direction, medium confidence in the 14 Sep 2026 story “10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens.” Reason on file: GA selected CBAT as a RELATED security because its canonical security name directly matches this event's themes: technology, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- SUPX SuperX AI Technology
For “10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
In “10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
In “10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
United States Oil Fund (USO) and the energy link
The 14 Sep 2026 story “10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens” names United States Oil Fund (USO) because of Energy.
The link for United States Oil Fund (USO) is this: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
Also listed, United States Brent Oil Fund (BNO): Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
Price levels for United States Oil Fund (USO)
BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.
How solid the energy case looks
46 out of 100
“10-year Treasury yield tops 5% for the first time since 2007 as bond-market selloff deepens” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.