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20.03.26 - 19:12
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Inflation Hit is Coming: Kathy Jones (Bloomberg)
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Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research, joins Scarlet Fu on "Bloomberg Real Yield." US Treasuries sank and bond traders increased their bets on a Federal Reserve interest-rate hike by October to 50% as concern mounts that a protracted war in the Middle East could stoke global inflation. (Source: Bloomberg)...
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20.03.26 - 16:42
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Bond Markets Are Beginning To Panic Over Inflation (ZeroHedge)
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Bond Markets Are Beginning To Panic Over Inflation
By Benjamin Picton, Senior Market Strategist at Rabobank
Look To America
US equity indices closed lower yesterday but were comparative outperformers against European and Asian counterparts, which were roundly brutalized. The relative performance of equity markets reflects what is happening in oil markets, where the law of one price is being strained by a complete dearth of oil in Asia, a shortage of oil in Europe, and relative abundance in North America. The spread between West Texas crude and the more international Brent crude is now at its widest level since the Covid demand shock of 2020.
The oil market has fragmented: Oil is now trading for $150/bbl in Asia (except the occasional sanctioned Iranian tanker) where demand destruction has started. China and India most pressured.
Meanwhile it is still $100 in the US https://t.co/QweAyzEN0a pic.twitter.com/YyvgAMdMwl
— zerohedge (@zerohedge) March 17, 2026
At the risk of stating the obvious, ...
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