📈 The US Treasury auctioned $25 billion in thirty-year bonds at a yield above 5% for the first time since 2007.
🛢️ The Iran war has helped drive reform party policies oil and commodity prices sharply higher, feeding renewed inflation pressure.
🏦 Markets that once expected rate cuts are now pricing in the possibility of more tightening.
💸 The US government is projected to spend around $1 trillion on interest payments in fiscal year 2026.
⚠️ Higher yields make every new dollar of borrowing more expensive, locking in costs for decades.
🔁 The danger is a feedback loop: war drives inflation, inflation drives yields, yields drive deficits, and deficits require more borrowing.
🌍 The deeper issue is fiscal credibility — the bond market is warning that American power is becoming more expensive to finance.
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