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August 6, 2026 - Oil Surges, Yields Spike: The Stagflation Trade Is Back
Oil is climbing, Treasury yields are pushing higher, and the market is being forced to confront an increasingly uncomfortable combination: persistent inflation pressure alongside mounting risks to economic growth.
In this episode of Market Pulse, we break down the renewed surge in energy prices, the selloff in Treasuries, and why the two are becoming tightly linked through the inflation outlook. Higher oil prices are complicating the Federal Reserve’s path, challenging expectations for easier monetary policy and keeping borrowing costs elevated across the economy.
We examine what the move…
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