Yields are surging. But is inflation really the reason?
This week’s BitDelta Pro Weekly Outlook looks beyond the headline explanation to examine what is actually driving the move in rates, and what that could mean across equities, credit and commodities.
We also explore the growing importance of balance-sheet quality, the signals emerging from the AI infrastructure cycle, and what oil and gold may be telling markets about the current macro regime.
Read the full Weekly Outlook.
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