30-year Treasury yield hits 5.18% as Middle East conflict fuels inflation anxiety
The 30-year Treasury yield climbed to 5.18% on Tuesday, reaching its highest level since 2007 as conflict in the Middle East fueled global inflation concerns.
Ben Carter
Ben Carter is a staff writer at P&L, covering markets, dealmaking, and public companies. He previously worked in equity research, focusing on valuation, earnings, and IPOs.
Bank of Japan cuts 2026 growth forecast to 0.5 percent as oil prices rise
Japan's economy grew at a 2.1% annualized rate in the first quarter, exceeding the 1.7% forecast on strong exports and consumption.
HFI Research warns oil prices could hit $150 as inventories vanish
HFI Research warns that oil prices could surpass $150 a barrel if the Strait of Hormuz remains closed through early June.
Japan GDP grows 2.1 percent in first quarter despite energy price surge
Japan's annualized GDP grew 2.1% in the first quarter to beat estimates even as the Bank of Japan halved its full-year growth forecast to 0.5%.
Markets Can’t Price the New Bottlenecks
The resource cold war has shifted power from markets to states as bottlenecks in energy and minerals drive inflation, industrial strategy, and defense planning.
Trump warns Iran as oil climbs and Treasury yields reach one-year high
Rising energy costs pushed annual inflation to 3.8% in April, driving the 10-year Treasury yield to its highest level in nearly a year.
Oil prices climb over 1% after Trump issues warning to Iran
President Trump warned Iran to act quickly as a U.S. blockade of Iranian ports and the closure of the Strait of Hormuz continue to stall regional diplomacy.
Oil prices top $110 as Trump warns Iran of total destruction
President Trump warned Iran to "get moving, FAST" or face destruction, pushing Brent crude futures up to $110.72 per barrel amid supply disruption fears.
China agrees to buy $17 billion in US farm products annually
China committed to purchasing at least $17 billion in American agricultural products annually through 2028 following a summit in Beijing.
Oil supply gap pushes 10 year Treasury yield up 24 basis points
The benchmark 10-year Treasury yield rose nearly 24 basis points to 4.6% this week as oil prices remained above $100 per barrel.
Linked Polymarket accounts earn $2.4 million betting on Iran military milestones
Nine linked Polymarket accounts achieved a 98% win rate on U.S. military milestones in Iran, generating over $2.4 million in profit.
Markets Can’t Reprice Resource Security
Markets no longer clear energy and critical minerals because states now control the refining chokepoints that set prices, supply, and industrial leverage.