talmon joseph smith @talmonsmith · 03 Sep 2026
"thing is we wouldn't even be having this conversation if this war weren't going on, if oil weren't where it is. this isn't a deficit concern or anything like that - this is really mostly related to oil. there is a .7 correlation between oil and yields right now"--Abby Yoder, JPM https://t.co/sM2yNTvdZY
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