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02.03.26 - 23:48
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Treasuries Rout Shows Iran Conflict Reigniting Inflation Worry (Bloomberg)
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Inflation is re-emerging as the crucial worry in the $30 trillion Treasuries market as investors see the risk of a protracted conflict in the Mideast that keeps crude prices elevated. For weeks, haven buying was the dominant driver of US government bonds. Treasuries just logged their best month in a year as investors sought shelter from losses in stocks and fretted about mounting tensions between the US and Iran. But on Monday, that flight-to-safety trade evaporated abruptly as the breakout of war in the Middle East over the weekend triggered a surge in oil prices. Michael Contopoulos, Deputy CIO at Richard Bernstein Advisors, joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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02.03.26 - 21:30
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JPMorgan′s Dimon on Iran War, Inflation, Credit Cycles (Bloomberg)
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JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon talks about the impact of the Iran war on markets, risks to the economy, how his workers are adopting AI, credit cycles and inflation. He speaks to Bloomberg's Lisa Abramowicz at company's annual global leveraged-finance conference in Miami Beach....
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02.03.26 - 14:18
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Middle East crisis pushes up oil prices – and could drive inflation rises too (The Guardian)
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Effects of extended conflict between US and Iran could also lead to higher interest rates and hit economic growthBusiness live – latest updatesUS-Israel war on Iran – live updatesThe impact of the deadly and unpredictable conflict in the Middle East on the global economy will be felt most immediately, and keenly, through the rising cost of oil.Prices jumped on Monday, as markets had their first opportunity to digest the weekend's tit-for-tat attacks. A barrel of Brent crude oil was trading at about $79 (£59)by lunchtime in London, up about $6 or 8.5% on the day. Continue reading......
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02.03.26 - 12:30
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Where Food Inflation Is Expected To Hit Hardest In 2026 (ZeroHedge)
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Where Food Inflation Is Expected To Hit Hardest In 2026
Food prices remain one of the most persistent cost pressures for households worldwide. In 2026, grocery bills are projected to rise sharply in some countries, while remaining relatively stable in others.
According to new forecasts from the UN's Food and Agriculture Organization (FAO), food inflation will vary dramatically across 160 countries in 2026, ranging from double-digit surges in some economies to outright price declines in others.
This map, via Visual Capitalist's Dorothy Neufeld, ranks 160 countries by their projected year-over-year change in food prices, highlighting where households are likely to face the steepest increases in 2026.
The Countries Facing the Steepest Food Price Increases
Today, inflation pressures remain strongest in emerging and import-dependent economies.
Food inflation is influenced by currency movements, commodity prices, trade disruptions, and domestic supply conditions. Countries experiencing currency de...
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