War of words
Friday 13th March 2026
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NAB's Gavin Friend joins Phil today as heightened rhetoric over Iran pushes oil back over $100 for a spell. They unpack a significant climb in bond yields across the US, UK, and Europe, reflecting a market that is quickly pricing out hope for near-term rate cuts amidst the largest oil supply disruption in history. While the IEA warns of an 8 million barrel per day drop in global supply for March, Gavin breaks down why US Navy escorts might be the only hope for reopening the…
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