Deutsche Bank SELL

Early Morning Reid Macro Strategy

Jul 27, 20266 pages

From the report报告摘录Geopolitical Inflation Shock: Brent crude surged to $96.78/bbl (peaking above $100) amid US-Iran conflict, spiking Fed rate hike expectations from 14% to 38% and pushing 10yr Treasury yield to 4.68% (highest since Jan…

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