Surging Treasury Yields Upend Stock Market's 'Bond Proxies'

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Soaring Treasury yields have stunned the U.S. equity market in recent weeks, with some of the worst fallout hitting a group of stocks expected to have bond-like qualities. The S&P 500 is down about 4% since the Federal Reserve's hawkish interest rate projections last month...

Soaring Treasury yields have stunned the U.S. equity market in recent weeks, with some of the worst fallout hitting a group of stocks expected to have bond-like qualities. The S&P 500 is down about 4% since the Federal Reserve's hawkish interest rate projections last month sent U.S. yields to 16-year peaks and accelerated an equities pullback from highs reached in late July.

But surging bond yields have dulled the appeal of bond proxies. Investors can now earn higher yields on government debt seen as virtually risk free if held to term. The yield on a six-month Treasury now stands at around 5.6%, while the utilities sector was yielding 4% and staples yielded 3%, according to LSEG data.

Investors have scrambled to recalibrate their portfolios following the Fed's outlook suggesting rates will stay higher for longer, which has also strengthened the dollar and sent gold sliding. Next week also kicks off third-quarter earnings results for U.S. companies, with several major banks reporting. The earnings season could determine the near-term path for stocks, with the S&P 500 still logging a 10% gain for the year even after its pullback.

Weakness in utilities shares spells opportunity for some investors. The Philadelphia SE Utilities index indicates the group trading at its lowest relative valuation to the S&P 500 since 2010, excluding the initial coronavirus period in 2020, analysts at KeyBanc Capital Markets said in a note this week, adding "we now view the sector overall as attractively valued."

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Wall St Week Ahead Surging Treasury yields upend stock market's 'bond proxies'Soaring Treasury yields have stunned the U.S. equity market in recent weeks, with some of the worst fallout hitting a group of stocks expected to have bond-like qualities.
Source: Reuters - 🏆 2. / 97 Read more »