AsymCap retweetledi

The US bond market is in serious trouble.
As new reports emerge of Iranian drone attacks on the UAE's energy infrastructure, yields are surging.
The 10Y Note Yield is now up to 4.45%, nearing the same level that resulted in the ceasefire and the April 2025 "90-day tariff pause."
Meanwhile, the market-implied BASE CASE now shows no interest rate cuts until December 2027.
There is now a 42% chance of a rate HIKE by March 2027.
It appears that $5/gallon gas prices and 7%+ mortgages are on the way.
The bond market needs help.

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