Battered government bonds rebound as oil falls below $100 - Financial Times
Why now
Thesis: Oil below $100 lowers inflation expectations, aiding bonds
Catalyst to watch: Oil price trajectory and inflation data
Main risk: Oil rebound could reverse bond gains
Why it matters
Oil below $100 lowers inflation expectations, supporting a bond rebound and easing pressure on long duration.
Sources
- googlenews · news.google.com · 2026-09-21 09:54 UTC
- googlenews · news.google.com · 2026-09-21 09:54 UTC