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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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Goldman Sachs sends blunt message on oil price, economy

Goldman Sachs sends blunt message on oil price, economyRead original reporting ↗

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