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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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20.03.26 - 15:24
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Iran War: What It Means for Europe′s Economy and Inflation | The Pulse 3/20 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests:
Jari Stehn, Goldman Sachs, Chief European Economist; Yacov Arnopolin, PIMCO, Emerging Markets Portfolio Manager; Thierry Léger, SCOR CEO; Laurel Rapp, Chatham House, US and North America Programme Director; Gabriel Makhlouf, Central Bank of Ireland, Governor. (Source: Bloomberg)...
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20.03.26 - 08:12
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Deutsche Erzeugerpreise zeigen im Februar schwachen Preisdruck (Dow Jones)
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Im Februar hat es auf der Produzentenebene in Deutschland nur einen schwachen Preisdruck gegeben. Im Vergleich zum Vormonat sanken die Erzeugerpreise um 0,5 Prozent, wie das Statistische Bundesamt (Destatis) mitteilte. Volkswirte hatten ein Minus von 0,3 Prozent erwartet. Gegenüber dem Vorjahr ergab sich ein Rückgang um 3,3 Prozent. Die Prognose hatte auf ein Minus von 2,3 Prozent gelautet.. --- Auf die Februar-Ergebnisse der Erzeugerpreise hatten die Kriegshandlungen im Iran und dem Nahen Osten seit dem 28. Februar 2026 keinen Einfluss, wie die Statistiker erklärten..
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