Geopolitics Alpha

Treasury Bonds Now Pay 2.64% Above Inflation. Can These 6 Dividend Stocks Beat That?

Published . Updated .

Key takeaways

  • Exposed: TLT, IEF, TIP, WMT, JPM
  • Market reaction: IEF +0.5% on the day (still updating); TLT +0.4% on the day (still updating); JPM −4.0% on the day (still updating)

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

GEOPOLITICS ALPHATreasury Bonds Now Pay 2.64% AboveInflation. Can These 6 DividendStocks Beat That?GEOPOLITICS ALPHA

This report is about US interest rates and inflation and prices.

Directly affected

  • No company is named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond ETF-2.8% 30d

    iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “bonds” (US interest rates) in this story.

  • IEF iShares 7-10 Year Treasury Bond ETF-1.3% 30d

    iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “bonds” (US interest rates) in this story.

  • TIP iShares TIPS Bond ETF-0.4% 30d

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • JPM JPMorgan Chase+0.1% 30d

    JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “bonds” (US interest rates) in this story.

  • BAC Bank of America-11.4% 30d

    Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “bonds” (US interest rates) in this story.

  • WMT Walmart+20.2% 30d

    Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • COST Costco Wholesale+16.7% 30d

    Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • PG The Procter & Gamble+12.8% 30d

    The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TLT-0.35%-0.05%base+0.39%after closeafter closeafter close
IEF-0.44%-0.16%base+0.45%after closeafter closeafter close
TIP+0.35%+0.29%base+0.20%after closeafter closeafter close
JPM-2.45%-3.27%base-4.02%after closeafter closeafter close
BAC-0.95%-4.00%base-2.93%after closeafter closeafter close
WMT-6.18%-1.18%base-0.06%after closeafter closeafter close
COST-4.84%-0.56%base+1.96%after closeafter closeafter close
PG-4.06%-2.25%base+0.04%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Treasury Bonds Now Pay 2.64% Above Inflation. Can These 6 Dividend Stocks Beat That? 24/7 Wall St.

Source: 24/7 Wall St.

Price since this story was published: Ishares Tr (TLT)

CompanyWhenMoveStatus
Bank Of America (BAC)that day-2.93%still updating
Bank Of America (BAC)three days earlier-4.00%final price
Bank Of America (BAC)five days earlier-0.95%final price
Costco Wholesale (COST)that day+1.96%still updating
Costco Wholesale (COST)three days earlier-0.56%final price
Costco Wholesale (COST)five days earlier-4.84%final price
Ishares Tr (IEF)that day+0.45%still updating
Ishares Tr (IEF)three days earlier-0.16%final price
Ishares Tr (IEF)five days earlier-0.44%final price
Jpmorgan Chase (JPM)that day-4.02%still updating
Jpmorgan Chase (JPM)three days earlier-3.27%final price
Jpmorgan Chase (JPM)five days earlier-2.45%final price
Procter & Gamble (PG)that day+0.04%still updating
Procter & Gamble (PG)three days earlier-2.25%final price
Procter & Gamble (PG)five days earlier-4.06%final price
Ishares Tr (TIP)that day+0.20%still updating
Ishares Tr (TIP)three days earlier+0.29%final price
Ishares Tr (TIP)five days earlier+0.35%final price
Ishares Tr (TLT)that day+0.39%still updating
Ishares Tr (TLT)three days earlier-0.05%final price
Ishares Tr (TLT)five days earlier-0.35%final price
Walmart (WMT)that day-0.06%still updating
Walmart (WMT)three days earlier-1.18%final price
Walmart (WMT)five days earlier-6.18%final price

Congressional trades in the stocks in this story

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).

Who gains and who loses around Ishares Tr (TLT)

Companies carried with this story

  • TLT Ishares Tr

    For “Treasury Bonds Now Pay 2.64% Above Inflation. Can These 6 Dividend Stocks Beat That?,” Ishares Tr (TLT) is linked, with no stored direction, medium confidence. Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “bonds” (US interest rates) in this story

  • IEF Ishares Tr

    In “Treasury Bonds Now Pay 2.64% Above Inflation. Can These 6 Dividend Stocks Beat That?,” Ishares Tr (IEF) is linked, with no stored direction, medium confidence. Reason on file: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “bonds” (US interest rates) in this story

  • TIP Ishares Tr

    Ishares Tr (TIP) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Treasury Bonds Now Pay 2.64% Above Inflation. Can These 6 Dividend Stocks Beat That?.” Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • WMT Walmart

    For “Treasury Bonds Now Pay 2.64% Above Inflation. Can These 6 Dividend Stocks Beat That?,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • JPM Jpmorgan Chase

    Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Treasury Bonds Now Pay 2.64% Above Inflation. Can These 6 Dividend Stocks Beat That?.” Reason on file: JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “bonds” (US interest rates) in this story

  • COST Costco Wholesale

    For “Treasury Bonds Now Pay 2.64% Above Inflation. Can These 6 Dividend Stocks Beat That?,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • BAC Bank Of America

    For “Treasury Bonds Now Pay 2.64% Above Inflation. Can These 6 Dividend Stocks Beat That?,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “bonds” (US interest rates) in this story

  • PG Procter & Gamble

    For “Treasury Bonds Now Pay 2.64% Above Inflation. Can These 6 Dividend Stocks Beat That?,” Procter & Gamble (PG) is linked, with no stored direction, medium confidence. Reason on file: The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

Ishares Tr (TLT)

Ishares Tr (TLT) is the company in “Treasury Bonds Now Pay 2.64% Above Inflation. Can These 6 Dividend Stocks Beat That?,” the 5 Nov 2026 this story story.

The link for Ishares Tr (TLT) is this: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “bonds” (US interest rates) in this story

Also listed, Ishares Tr (IEF): iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “bonds” (US interest rates) in this story

Dates and price levels for Ishares Tr (TLT)

IEF traded between 88.64 and 91.23 across 20 sessions. The latest close on file is 90.08. TIP traded between 103.77 and 105.67 across 20 sessions. The latest close on file is 105.27. TLT traded between 76.44 and 81.94 across 20 sessions. The latest close on file is 79.46.

A simple score for Ishares Tr (TLT)

46 out of 100Price not final

“Treasury Bonds Now Pay 2.64% Above Inflation. Can These 6 Dividend Stocks Beat That?” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.