Macro
10-year 4.68%, 30-year 5.2% spike 16-18 months high
Iran war duration and oil surge reignited inflation fears; US Treasuries hit 16-18 month and 18-year peaks. Market priced out year-end cuts, 40% odds year-end hike.
Primary sources · 2
Iran war duration and oil surge reignited inflation fears; US Treasuries hit 16-18 month and 18-year peaks. Market priced out year-end cuts, 40% odds year-end hike.
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