Join Brandon and Blake For The Pre-Market
| Treasury yields just hit 4.30%. | That's not supposed to happen during a war. | When bombs start flying in the Middle East, money is supposed to run INTO bonds for safety. | Yields fall. Prices rise. Flight to quality. | Except that's not what's happening. | Yields are RISING. | Which means the bond market is more worried about inflation than war. | Here's what's driving it: | Oil spiked on conflict escalation. Energy shocks flow straight into consumer prices, transportation, goods. | Analysts are projecting this adds 0.35 percentage points to core inflation this year. | The Fed's already frustrated that disinflation stalled out. | PCE is running around 2.7-3.0% — way above target. | And now they've got an oil shock on top of sticky services inflation. | So the market's repricing everything. | Fewer rate cuts in 2026 (maybe one, maybe zero). | Higher-for-longer rates. | Bond prices getting crushed. | And if you're holding long-duration fixed income right now... you're bleeding. | Blake and Brandon are going live at 8:45 a.m. ET to break down what this means. | For bonds. For stocks. For the dollar. | And for anyone trying to figure out if we're heading into stagflation or if this is just a temporary shock. | CLICK HERE — STARTING IN 30 MINUTES | See you there. | — TheoTrade | | | |
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