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Commodity · ▼ Bearish · 2 sources confirmed · 2026-09-28 00:00 UTC

Watch Bond Slide Resumes As Middle East Tensions Boost Oil

Why now

Thesis: Oil-driven inflation fears resume bond selloff

Catalyst to watch: Oil moves or Fed inflation commentary

Main risk: Easing tensions could reverse yield rise

Why it matters

Middle East tensions lift oil, feeding inflation expectations that push bond yields higher.

Related assets & topics

Oil20Y+ Treasury ETF · TLTTreasury Bonds

Sources

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