Geopolitics

Bond markets are entering a new era as geopolitics reshapes interest rates [Video] - FXStreet

Source: FXStreet

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DW NOTE

A bond market does not "enter an era" because of geopolitics — it reprices risk already embedded in fiscal trajectories. The US has a $1.4 trillion deficit, 4.1% inflation, and a central bank that stopped pretending the 2% target matters. Geopolitical shocks accelerate the repricing, but the underlying dynamic is arithmetic: governments that cannot fund themselves at 3% will not magically fund themselves at 4%.

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

Bond markets are entering a new era as geopolitics reshapes interest rates [Video] - FXStreet

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

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