Market Information Friday 25 September 2026

Global government bond yields continued to climb as investors reassessed inflation and fiscal risks, with the 30-year US Treasury yield rising above 5.45%, its highest level since 2004. Strong economic activity, elevated energy prices and rising public borrowing needs across major economies are reinforcing expectations that interest rates may remain elevated for longer, increasing financing costs for governments, businesses and households worldwide.

US mortgage rates surpassed 7% for the first time in nearly two years as higher Treasury yields and persistent inflation concerns pushed financing costs higher. With the 10-year Treasury yield reaching its highest level since 2007, housing affordability has deteriorated further, adding pressure to an already slowing residential market and increasing risks for consumer spending and broader economic growth.

Global diesel markets remain under strain as geopolitical disruptions and refining constraints tighten fuel supplies, pushing US diesel prices above $6.50 per gallon. Policymakers are increasingly focused on securing domestic fuel availability, but any restrictions on diesel exports could further disrupt international trade flows and place additional pressure on inflation in import-dependent regions such as Europe and Latin America.

The 6M Euribor increased with 1 basis point to 3.01% compared to previous business day. The 10Y Swap increased with 2 basis points to 3.64% compared to previous business day.

In the attachment, today’s market data on money and capital market rates as well as other rates are presented.