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Comment on Bond rout starting to sound market alarm bellsparent

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It's complicated but I think 10 year rates are going up mostly because people think there'll be inflation and your dollars will buy less in ten years than they would have without the tariffs. Certainly 100% tariffs on China will make stuff from China cost more in the shops.

There may also be some panic selling by speculators or people worried about their bonds - higher market rates makes the prices of bonds fall.

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