According to Wallstreetcn, London Standard Bank G10 strategy head Steven Barrow raised his year-end forecast for the 10-year U.S. Treasury yield to 5.2% and expects it to reach 5.3% in the first quarter of 2027. Barrow said his earlier 5% forecast had been seen as extremely contrarian, but the Iran-U.S. conflict has since triggered a historic surge in energy prices, and the market has begun pricing in a Federal Reserve rate-hike cycle. He said the long-term structural forces pushing rates higher, including global supply-chain squeezes and the continued impact of climate change, are stronger than ever.