Skip to content
    1. Overview
    2. Alternative Managers
    3. Consultants
    4. Family Offices
    5. Financial Advisors
    6. Financial Institutions
    7. Individuals & Families
    8. Insurance Companies
    9. Investment Managers
    10. Nonprofits
    11. Pension Funds
    12. Sovereign Entities
  1. Contact Us
  2. Search
  3. Client Login

Markets and the Economy

Put recent portfolio performance in context with market themes, our outlook and your goals.

The Weekly Five

5 Takeaways on 5% Bond Yields

It’s Late September and I Really Should Be Back at School

 

Before this month, the U.S. 10-year Treasury yield hadn’t closed above 5% in 19 calendar years. And while AI, tariffs and oil market flare-ups have dominated 2026 headlines, over time it’s the bond market that drives asset prices.

 

In this Weekly Five, CIO Eric Freedman discusses three key drivers behind rising yields, why bonds are defying traditional correlations, and what it means for investors going forward.

  1. What recent bond market developments would you highlight to readers?
  2. Outside of this week’s developments, what would you cite as the major reasons for bond yields’ ascension higher?
  3. While these are important developments and underlying reasons, what do they mean for investors and their portfolios?
  4. What are bonds’ forward prospects from here?
  5. How are investors interpreting the various geopolitical issues permeating macro investing that emerged this week?

Subscribe to Invested for Weekly Updates

Put recent portfolio performance in context with market themes, our outlook and your goals. Our Invested publication includes the Weekly Five commentary, videos, podcasts and more.

Featured Stories

 

  • Check
    Navigate to A Plan for Any Market
    Markets

    A Plan for Any Market

    Five reasons to stay the course in volatile markets

    • Newsroom

    Commentary from Northern Trust Institute experts in leading media outlets.

    Portfolio Research by Peter Mladina

    Explore research that examines best practices for asset allocation, portfolio construction and investment selection. 

    Explore Specialized Advice

    Let us help you navigate wealth’s complexities.

    Successful wealth management requires coordinated advice that evolves with your life and circumstances. Together, we can develop a plan for your best future.