← Cascade Narratives> Oil-Driven Inflation Pins the Long End of the US Curve
↑ EscalatingactiveEconomicsGeopoliticsMilitary & Defensenorth americamiddle east
Convergent Gulf and oil-market risk premia are feeding sticky US inflation, keeping the 30-year Treasury yield entrenched above 5%.
// Cascade Logic
Sustained oil risk premium → sticky US CPI → term-premium repricing → 30-year yield above 5%