Lower Treasury Yields Last Week | The WAY Forward
The WAY Forward | Edition 03 | October 26, 2026
By Geoffrey C. Arrobio, Executive Director, WAY Capital
Treasuries rallied again last week as markets pivoted from “risk on” to “risk off.” The 5-year settled at 4.812% and the 10-year at ~5%. This week, all eyes are on the FOMC, with the market anticipating a neutral stance and no rate change.
In this week’s edition of The WAY Forward, Geoffrey Arrobio covers:
- What the market is pricing in for the Fed’s December meeting
- Why gold-backed Treasury bonds could be on the table in 2027
- Why flat U.S. electrical capacity is a problem, and what nuclear has to do with it
- What the uranium miners chart is saying
- This week’s Capital Markets Rate Sheet
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WHERE THERE’S A WILL, THERE’S A WAY.
Sources: Investing.com; Bloomberg; St. Louis Fed (FRED); Cato Journal, Judy Shelton, 2012.