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Why the Bond Market Is Driving Everything Right Now

Stocks are selling off, oil prices are rising, and Treasury yields are climbing again as investors brace for a busy week of jobs and inflation data.

Mike Armstrong and Marc Fandetti discuss why the 10-year Treasury has become the most important price point in markets, what rising real rates may be signaling about inflation, AI investment, and the Middle East, and why stocks have held up better than expected despite the bond market pressure. They also break down why yield curve inversion fears may be premature, how oil and bond markets are reacting to geopolitical risk, what came out of the…

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