Lighthouse Canton says US rates selloff offers entry point as 10-year yield hits 4.61%

• Lighthouse Canton flagged the US rates sell-off as an entry point, shifting to a modest duration overweight built via a staged barbell.
• US Treasury yields rose to cycle highs: 10Y at 4.61% (+42bp YTD), 30Y at 5.1%; MOVE index jumped to 77.8.
• Analysis framed the move as real-yield driven, with 10-year real yields above 2.3% while breakevens stayed broadly stable.
• Recommended an income-first, investment-grade-tilted credit stance, citing tight spreads: IG OAS near 75bp, high yield near 270bp.
• Preferred a steepener bias, with GCC quasi-sovereign and selective hard-currency EM exposure as diversification against US duration shocks.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Lighthouse Canton Pte Ltd published the original content used to generate this news brief on July 15, 2026, and is solely responsible for the information contained therein.