Business news · Global · 01 Oct 2026
IN Financial Services Realty Information Technology
The yield on the 10-year US Treasury note rose to 5.34%, the highest level since 2002, as a global bond selloff carried into the fourth quarter and pushed borrowing costs to multi-decade highs around the world.
Higher risk-free returns in the US make emerging-market assets relatively less attractive and add pressure on foreign portfolio flows and the rupee. Banks and NBFCs are exposed through funding costs and bond portfolios. Rate-sensitive sectors such as real estate depend on borrowing costs. For IT services companies, higher US rates weigh on clients' discretionary tech budgets. A weaker rupee also raises import costs for oil and other dollar-priced inputs.
Reported by Quartz — “U.S. 10-year Treasury yield hits highest level since 2002” ↗ on 01 Oct 2026.
NSE stocks, from the last close on or before 01 Oct 2026 to the close on 15 Oct 2026.
| Sector | Stocks | Median move | Up | vs all stocks |
|---|---|---|---|---|
| Financial Services | 125 | +0.8% | 78 of 125 | +1.4 pts |
| Realty | 17 | -1.2% | 6 of 17 | -0.6 pts |
| Information Technology | 40 | +7.1% | 32 of 40 | +7.7 pts |
| All tracked stocks | 804 | -0.6% | 356 of 804 | — |
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