What is the real risk to stocks from elevated bond yields

Published 02/06/2025, 14:04
© Reuters

Investing.com -- Goldman Sachs said trade-related legal developments drove the S&P 500’s recent 2% gain, but investor focus is shifting to the potential risks posed by rising bond yields. 

Despite elevated rates, the firm maintains a 12-month S&P 500 return forecast of 10%, targeting 6,500.

“The nominal 10-year U.S. Treasury yield is now at 4.4%, with the term premium reaching its highest level since 2014,” Goldman noted. Its rates team expects the yield to end 2025 at 4.5% and rise slightly to 4.55% in 2026.

Goldman emphasized that the cause and pace of rising yields are more critical to equities than the absolute level. 

“Equities typically appreciate alongside rising bond yields when the market is raising its expectations for economic growth,” the analysts said. However, they added that stocks tend to struggle “when yields rise due to other drivers, like fiscal concerns.”

The firm pointed out that large, rapid moves in yields, specifically more than 60 basis points in a month, have historically weighed on equities, regardless of the underlying reason.

Still, Goldman believes elevated yields alone are unlikely to derail earnings for the S&P 500. “Most S&P 500 debt carries a fixed rate with a maturity later than 2028,” the analysts said. 

In contrast, small-cap stocks are seen as more exposed, given their higher levels of floating-rate debt and thinner profit margins.

Goldman’s models suggest yields will constrain valuation expansion, but current equity prices remain “close to fair value due to strong corporate fundamentals.” 

The firm continues to advise avoiding weak balance sheet stocks in the current high-rate environment.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.