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Global bond yield spike and Fed rate-hike expectations as dominant macro driverAI capital expenditure supercycle with sustainability questions emergingGeopolitical oil dynamics: Venezuela deal vs. Iran sanctions/strikesCommodity supply constraints (zinc, soybeans) as inflation tailwindConsumer credit stress and retail bankruptcies signaling demand softeningJapan corporate investment surge amid yield normalizationHousing market cracks in Australia and shifting US migration patterns

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Global Bond Selloff Sends Yields to the Highest Level Since 2008

Global Bond Selloff Sends Yields to the Highest Level Since 2008Read original reporting ↗

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