← Cascade Narratives

> Inflation Stickiness Pushes US 10-Year Yield Toward 5%

↑ EscalatingactiveEconomicsGeopoliticsnorth america
30%

Gulf-driven risk premia and protectionist tariff pass-through are keeping US inflation elevated, raising the probability that the 10-year Treasury yield spikes above 5% as markets price persistent price pressure.

// Cascade Logic

Gulf risk premium + tariff-driven inflation → sticky CPI → higher term premium → 10-year yield above 5%