Is a 5% yield on US Treasuries an opportunity? A striking assessment from Yardeni

US Treasury yields fell to their lowest level since September 10 as post-midterm election buying pushed the 10-year yield down to 4.84%, with the 30-year also retreating. Yardeni Research President Ed Yardeni argued that yields near 5% represent an attractive entry point for long-term investors, framing the recent spike as a buying opportunity rather than a warning sign. The move matters because it signals that bond markets are stabilizing after a sharp selloff, potentially easing pressure on borrowing costs across mortgages, corporate debt and equities. Investors will watch whether the 10-year yield holds below the 5% threshold and whether incoming inflation and Federal Reserve commentary validate Yardeni's contrarian call.