Infrastructure Capital Advisors bullish on US Treasury bonds, expects the Federal Reserve to raise interest rates only one more time

智通财经2026/10/08 05:26

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Infrastructure Capital Advisors is optimistic about US 10-year Treasury bonds, citing expectations that the Federal Reserve will only raise interest rates one more time. The CEO and portfolio manager of the firm noted in a report that a single additional rate hike aligns with the Fed’s “dot plot” (the policymakers’ rate projections) and is fewer than current market pricing suggests. He added, “The yield on the US 10-year Treasury bond typically runs about 100 basis points higher than the Fed funds rate’s terminal value. Therefore, we expect that with weak housing data and sluggish core CPI figures prompting the Fed to pause rate hikes, the yield on US 10-year Treasuries will stabilize around 5%.”

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Infrastructure Capital Advisors is optimistic about the US 10-year Treasury bond, citing the expectation that the Federal Reserve will only raise interest rates one more time. The firm's CEO and portfolio manager stated in a report that one more rate hike aligns with the Federal Reserve's "dot plot" (i.e., policymakers' interest rate forecasts) and is fewer than current market pricing expectations. He said: "The yield on the US 10-year Treasury bond is typically about 100 basis points higher than the Federal Reserve's terminal federal funds rate. Therefore, we expect that with weak housing data and subdued core CPI data prompting the Federal Reserve to pause rate hikes, the yield on the US 10-year Treasury bond will stabilize around 5%."

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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智通财经•2026/10/08 08:16