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1/3 In this short (as explained in the podcast below and in this thread), the bond market is troubled by "persistent" inflation above 2% and core PCE above 3% that are not being addressed.

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Jim Bianco

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97,179 görüntüleme • 12 gün önce •via X (Twitter)

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I spoke with Mario Nawfal on the elevated US bond market: "The inflation genie is out of the bottle and bond yields follow inflation. In addition, Trump's tariffs and Trump's war on Iran are aggravating the market. Now, the 30-year mortgage rate is above pre-2008 levels."
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