Tag: inflation
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5.21% Treasuries: What Bond Vigilantes Are Saying
30-year Treasury yield hits 5.21%, highest since 2007. What bond vigilantes are signaling about inflation, fiscal policy, and risk asset repricing.
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Warsh Drops the Dot Plot: What It Actually Signals
Kevin Warsh refuses to participate in the Fed's dot plot at his first meeting. It's not transparency โ it's a hawkish signal markets are missing.
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US Inflation at 4.2%: The Iran War Premium Arrives
US inflation hits 4.2% as Iran war tensions drive energy prices up. Learn what's behind the spike and how markets are reacting to geopolitical risk.