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NY Fed’s John Williams to speak on monetary policy at UB on Sept 29, against elevated 10-year yields

On September 29, 2026 New York Fed President John C. Williams will deliver remarks on the economic outlook and monetary policy at the University at Buffalo. The speech occurs after the U.S. 10-year Treasury yield rose above 5% on September 16, 2026, leaving long-duration EM exposures vulnerable to potential repricing.

On September 29, 2026 New York Fed President John C. Williams will deliver remarks on the economic outlook and monetary policy at the University at Buffalo. The speech occurs after the U.S. 10-year Treasury yield rose above 5% on September 16, 2026, leaving long-duration EM exposures vulnerable to potential repricing.

A hawkish tone from Williams, given higher 10-year Treasury yields, could lift U.S. term premia and the dollar, increasing the cost of servicing long-dated USD sovereign and corporate bonds issued by African borrowers. Effects would be conditional on the speech content, subsequent U.S. data (CPI, payrolls) and broader risk sentiment; this does not assert an actual market repricing.

Read Williams' full remarks/video on Sept 29 and monitor next U.S. CPI and Fed communications for transmission to EM curves.

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