# Treasury Yield Hits 6% Warning

> Niles predicts 10-year Treasury could reach 6% amid Fed inaction.
- Title: Treasury Yield Hits 6% Warning · Yahoo Finance | Shortify
- Summary: Niles predicts 10-year Treasury could reach 6% amid Fed inaction. Dan Niles warns 10-year Treasury yield may hit 6% as structural fiscal pressures and…
- Keywords: 10-year treasury, fed, hyperscalers, treasury yield, dan niles, niles investment management, meta, capex, debt, fiscal math, yield curve, midterm drawdown
- Source: Yahoo Finance — https://finance.yahoo.com/markets/stocks/articles/dan-niles-warns-10-treasury-150823719.html
- Published: 2026-09-16T15:08:23+00:00
- Read time: 1 min
- Topics: 10-year treasury, fed, hyperscalers, treasury yield, dan niles, niles investment management, meta, capex, debt, fiscal math, yield curve, midterm drawdown
## Treasury Yield Rises
The 10-year treasury yield climbed to 5.00% from 3.97% in six months.
## Fed Holds Rates Steady
The federal funds rate stayed at 3.75% since December 2025.
## Niles' Warning
Dan Niles says the 10-year could hit 6% as structural fiscal math drives rates.
## Hyperscalers Compete
Hyperscalers now compete directly with treasury for capital funding.
## Meta's Exposure
Meta faces $130B capex and $83.66B debt as yields rise.
## Midterm Drawdown
Midterms historically cause 10% drawdowns in stocks.
## Next Steps
Yields hitting 6% would raise mortgage rates and compress equity multiples.
## Key takeaway

Dan Niles warns 10-year Treasury yield may hit 6% as structural fiscal pressures and hyperscaler competition drive long-term rate hikes.