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Commodity · ▼ Bearish · 3 sources confirmed · 2026-09-28 10:29 UTC

Bond sell-off deepens as oil rises above $108

Why now

Thesis: Energy-led inflation pressure drives global bond repricing

Catalyst to watch: Oil price direction and central bank rhetoric

Main risk: Yield spike tightens financial conditions sharply

Why it matters

Oil above $108 stokes inflation expectations, deepening the bond sell-off and lifting yields across the curve.

Related assets & topics

OilTreasury Bonds

Sources

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