Surge in Real Rates Hits Every Asset on Wall Street and Beyond

image

(Bloomberg) — A big pandemic-era distortion in the world of finance is well and truly over — and the new normal is helping fuel the worst cross-asset selloff in decades.

After being trapped in negative territory during the lockdown days, inflation-adjusted Treasury yields are again breaking out, with five- and 10-year measures back near multiyear highs.

In another sign that the free-money era is no more, short-dated real rates suddenly jumped this week to the highest since March 2020 after finally turning positive in early August.

All this is bad for news for money managers across the board, with rate-sensitive allocations harder to justify from tech stocks to long-maturity corporate bonds. Rising real yields — seen as the true cost of money for borrowers — are rippling through the economy as mortgage rates soar while Corporate America adjusts to the higher cost of doing business.

It could get a whole lot worse. The thinking among Wall Street traders is that a hawkish-at-all-costs Federal Reserve is increasingly determined to engineer tighter financial conditions — via lower stock prices and higher bond yields still — in order to combat raging inflation.

That suggests investors in just about every asset class risk fresh market chaos, as Goldman Sachs Group Inc. projects 10-year real yields are moving closer to levels that would materially restrict economic activity.

“The next few months for equities will be bumpy and there is a risk of further drawdowns if this dynamic of rising real yields with decelerating growth continues,” said Christian Mueller-Glissmann, managing director of portfolio strategy and asset allocation at Goldman Sachs.

The latest yield surge with echoes of the June tumult began when Powell surprised investors at the Jackson Hole symposium with a somber message that borrowing costs will need to go higher and stay in potentially growth-restricting territory to get inflation down. Since then, 10- and five-year real rates in the US have advanced some 30 and 38 basis points while technology-heavy Nasdaq 100 Index has plunged 8%.

“It is likely that any push to new multiyear highs in real yields would likely correspond with a new leg down in stocks,” said Charlie McElligott, a cross-asset strategist at Nomura Holdings Inc.

Rising inflation-adjusted yields are putting pressure on the likes of tech shares because the latter’s long-term earnings prospects now have to be discounted at higher rates. At the same time assets bereft of income streams like gold and cryptocurrencies look less appealing given the greater opportunity costs to hold them compared to a Treasury bond that pays out a real return.

“There’s clear competition from higher real bond yields for any type of store value, especially more speculative, long duration ones,” said Mueller-Glissmann.

All this is a world away from the post-financial crisis era when central bankers sought to reflate the economy via historically low interest rates that sent money managers into riskier and riskier assets in order to eke out gains.

These days, the thinking goes that monetary officials are effectively seeking to anchor real rates higher to help moderate the excesses of the inflation-addled business cycle.

In an interview with Bloomberg’s Odd Lots podcast after Jackson Hole, Minneapolis Fed President Neel Kashkari noted that real rates are a driver of economic growth. He also didn’t rule out a scenario whereby inflation fails to reach the central bank’s target anytime soon, requiring higher borrowing costs.

Yet policy makers must tread carefully. The yield on 10-year inflation-protected securities is now less than 30 basis points away from the 1% tipping point that would start seriously hurting economic growth, according to Goldman Sachs analysis. And while the latest jobs report may give ammo to those who reckon the Fed can secure a soft landing, skeptics clearly outnumber optimists right now.

“A lot of the economic data is looking really uncertain so that usual offset to higher real rates — the economic optimism — just isn’t there,” said Morgan Stanley’s chief cross-asset strategist, Andrew Sheets, in an interview with Bloomberg TV. “That puts the market still in a tough position.”

©2022 Bloomberg L.P.

Trending Ideas

Featured Stocks On The Move

Daily Rundown

Top 3 Stocks in Leading Sectors
  • 3 Real Estate Developer Stocks To Buy Now

    IRSA Inversiones y Representaciones Sociedad Anónima (IRS) IRSA Inversiones y Representaciones Sociedad Anónima is a leading real estate company in Argentina, engaged in the acquisition, development, and management of diversified... Read More

  • 3 Gas Distribution Stocks To Buy Now

    New Jersey Resources Corporation (NJR) New Jersey Resources Corporation is an energy services holding company that provides regulated natural gas distribution services through its subsidiary, New Jersey Natural Gas. The... Read More

  • 3 Food Product Stocks To Buy Now

    The Chefs’ Warehouse, Inc. (CHEF) The Chefs’ Warehouse, Inc. is a premier distributor of specialty food products, serving high-end restaurants, hotels, and gourmet food stores across the United States and... Read More

  • 3 HVAC Stocks To Buy Now

    Featured Content Lennox International Inc. (LII) Lennox International Inc. is a global leader in energy-efficient climate control solutions, specializing in heating, ventilation, air conditioning, and refrigeration (HVACR) products. The company... Read More

  • 3 Hotel Stocks To Buy Now

    Featured Content Hyatt Hotels Corporation (H) Hyatt Hotels Corporation operates a global portfolio of luxury, full-service, and lifestyle hotels, as well as vacation properties. Known for its premium hospitality offerings,... Read More

  • 3 Tobacco Stocks To Buy Now

    Featured Content Turning Point Brands, Inc. (TPB) Turning Point Brands, Inc. is a consumer products company that manufactures and markets tobacco products and alternative smoking accessories. The company’s portfolio includes... Read More

  • 3 Life Insurance Stocks To Buy Now

    Featured Content F&G Annuities & Life, Inc. (FG) F&G Annuities & Life, Inc. specializes in annuities and life insurance products designed to meet the long-term financial planning needs of clients.... Read More

  • 3 Soft Beverage Stocks To Buy Now

    Featured Content Westrock Coffee Company (WEST) Westrock Coffee Company is a leading integrated coffee, tea, and extract service provider, offering comprehensive solutions from sourcing and roasting to packaging and distribution.... Read More

  • 3 Medical Info System Stocks To Buy Now

    Featured Content Clover Health Investments, Corp. (CLOV) Clover Health Investments, Corp. is a healthcare technology company focused on improving health outcomes for America’s seniors. The company offers Medicare Advantage plans... Read More

  • 3 Electric Power Stocks To Buy Now

    Featured Content Hawaiian Electric Industries, Inc. (HE) Hawaiian Electric Industries, Inc. is a holding company that provides electric utility services and financial services in Hawaii. Through its subsidiaries, it supplies... Read More

  • 3 Bank Stocks To Buy Now

    Featured Content Comerica Incorporated (CMA) Comerica Incorporated is a financial services company headquartered in Dallas, Texas, offering a range of banking products and services, including commercial and retail banking, wealth... Read More

  • 3 Machinery Stocks To Buy Now

    Featured Content Alta Equipment Group Inc. (ALTG) Alta Equipment Group Inc. is an integrated equipment dealership platform in the United States, operating through three segments: Material Handling, Construction Equipment, and... Read More