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Mar 2, 2026
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Treasuries Sink, Oil Jumps as Markets Weigh Iran | Bloomberg Businessweek Daily 3/02/2026
Bloomberg Businessweek·Mar 2, 2026
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Talking pointsNot enough disagreement in the transcripts to form camps. These are the positions taken by people with demonstrated expertise on this topic first, then by how many people heard them on it, then by VoiceRank. Positions are extracted from transcripts by a model and may misattribute who said what. Every quote links to the episode it came from.
MC
Michael ContopoulosUnrated
Market reactions of higher yields to the conflict in the Middle East are correct as wars are not disinflationary.
“This adds another wrinkle to that, which the bond market is getting right. You started off with the flight to quality and lower yields, and that quickly reversed course and now you are seeing higher yields. That is the right reaction.”
Bloomberg Businessweek · Mar 2026 · 1 episode · 503 views on this topicExtracted by a model; may misattribute who said what.
In the transcripts