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Updated Sept 15, 2026, 1:23 pm EDT / Original Sept 15, 2026, 12:51 pm EDT
Nicholas Colas doesn’t see
5% Treasury yields
as a stock market spoiler. Instead, the co-founder of DataTrek Research sees them as a healthy reset of interest rates that could pave the way for more sustainable growth.
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Rising oil prices and a 10-year Treasury yield climbing to around 5% have raised concerns about consumer spending and restaurant operating costs.

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