- Rightmove and Halifax report on UK property market trends, with Huw Dixon outlining scenarios based on analysis from the National Institute of Economic and Social Research.
- The National Institute of Economic and Social Research stated that the Iran war is causing persistent inflation.
The combination of the Iran war, rising inflation expectations, and high capital demand is impacting the bond market and fueling the AI buildout.
3 reports, 3 independent
Updated Sun 00:00
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AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
The combination of the Iran war, rising inflation expectations, and high capital demand is impacting the bond market and fueling the AI buildout.
How it developed
Newest first. Tap a step to see who reported it.- The Iran war is contributing to a widening fiscal deficit and bond selloff, while rising yields increase corporate borrowing costs.Sub-event
Bessent believes US can grow out of debt; Iran war lifts inflation expectations.1 source
Iran war drives up inflation expectations, causing long-term bond prices to fall while capital flows into AI.1 source