# [24H] US Treasury Selloff Drives Dollar Strength, EM Debt Outflows in Next 24 Hours

*Issued Thursday, September 24, 2026 at 9:02 PM UTC — Hamer Intelligence Services Desk*

**Issued**: 2026-09-24T21:02:00.355Z (2h ago)
**Expires**: 2026-09-25T21:02:00.355Z (22h from now)
**Category**: ECONOMIC | **Confidence**: 70% | **Impact**: HIGH
**Risk Direction**: escalatory
**Affected Regions**: United States, Latin America, Sub-Saharan Africa, Southeast Asia, Eastern Europe
**Affected Assets**: US Treasuries, DXY Dollar Index, EM sovereign bonds, High-yield corporate bonds, US mortgage-backed securities
**Permalink**: https://hamerintel.com/data/forecasts/26292.md
**Source**: https://hamerintel.com/forecasts

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## Prediction

The surge in US 10‑year yields above 5.15% and 30‑year yields to 20‑year highs is likely to extend over the next 24 hours, pushing the dollar stronger and triggering incremental capital outflows from higher‑risk emerging market debt. Funding conditions for EM sovereigns and highly levered corporates will worsen as global investors reprice risk‑free curves and shorten duration. This will translate into wider credit spreads, weaker EM FX, and pressure on local central banks to defend currencies or accept imported inflation. Confirmation would be additional selloffs in EM bond ETFs and sovereign CDS widening; a sudden Fed communication pivot or safe‑haven bid into Treasuries would be the main contrary outcome.

## Drivers

- US 10-year yield surging above 5.15%
- US 30-year yield hitting a 20-year high
- Global risk-free curve repricing and higher-for-longer rate expectations
- Historical pattern of EM outflows during sharp US rate spikes