The (https://www.marketwatch.com/story/oecd-gives-a-stark-warning-while-lowering-2027-growth-forecasts-3f97394b) that 2027 growth is heading lower while (https://www.marketwatch.com/story/oil-prices-rally-for-a-third-straight-day-as-peace-deal-hopes-teeter-6a0b1635) on geopolitical tension. That's the toxic combo — falling growth, sticky inflation, rates pinned at 4.46% 10Y.

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