Ramon Bonilla

10-Year & 30-Year Treasury Yields Jump, Yield Curve Steepens, Mortgage Rates Jump too, as Inflation Fears Move to the Top

The Treasury market is caught between three dynamics: The haven trade, where worries about stocks and the geopolitical situation sent investors scurrying into safe assets; renewed »

Why Silver Could Be the Most Mispriced Asset on Earth

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Strait of Hormuz: Iran-Linked Ships Are the Only Ones to Transit

Strait of Hormuz transit remains near a standstill for a seventh day, with Iran-linked ships the only commercial vessels making the crossing in the past 24 »

Why an Iran war inflation shock could wreck global economic recovery

An inflation shock triggered by the US-Israel attack on Iran could wreck a fragile global economic recovery that had been expected to gain momentum this year. »

"Expect Massive Inflation" | Alasdair Macleod on the War's Outcome, Gold & Silver

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