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Rates Spark: Geopolitics are only part of the mix
Middle East escalation acted to push bond yields lower. But also in the mix is the ongoing reassessment of the ECB amid a gloomier outlook for the eurozone – the pricing of a 1.75% terminal rate shows recessionary vibes. The reaction of usual safe-haven indicators was more muted. Treasuries are still laser focused on Friday’s payrolls report. Lots of pushes and pulls for Treasuries, but still laser focused on Friday’s payrolls The big deal in the past 24 hours is the spat between Iran and Israel. The unresolved issue is whether Iran’s move is an escalation, or a one-off reactionary impulse. So for the odds ... (full story)
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- Posted: Oct 1, 2024 5:54pm
- Submitted by:Category: Fundamental AnalysisComments: 0 / Views: 3,875
