MB Commodity Corner

MBCC TH 19th Oct’26 - “Inflation data comes in stronger, yet Bond yields are falling - what is going on?”

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Maleeha Bengali
Oct 19, 2026
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So far this year, as the war dragged Oil prices higher, Bond yields rose along with inflation fears globally. More central banks are diversifying out of Bonds on higher debt issuances, yet something changed this past week as Bond yields have started to drop despite stickier inflation.

Ominous sign or a disconnect?

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