- Treasury counselor David Zervos told CNBC on Oct. 15, 2026 that the IMF should check its own forecasting record before criticizing U.S. fiscal policy.
- Georgieva said at the IMF-World Bank annual meetings in Bangkok on Wednesday that strong U.S. growth alone would not put mounting federal debt on a sustainable course.
- U.S. debt exceeds $40 trillion and 10-year Treasury yields remain above 5%, intensifying scrutiny of the fiscal outlook.
- Bloomberg's Oct. 12, 2026 interview with Meridian 1305 Capital's Divya Singaravelu cites better-than-even odds that the 10-year yield reaches 6% by late 2027.
- The 10-year Treasury yield surged above 5.36% on Oct. 11 before retreating to around 5.23% on Oct. 12 after strong demand at a US$22 billion 30-year auction.
- Hong Kong investors are buying U.S. Treasuries after the sell-off pushed yields to multi-decade highs, though some warn further losses may lie ahead.
Quotes
“When we see pieces on the IMF, it's good to remember how messy their forecasts have been in the past”
“So take it all with a grain of salt”
“Get your house in order.”