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BULLISH STABLE US10Y

Iran-Israel Ceasefire Inflation Relief

The market's expectation of a ceasefire between Iran and Israel is easing inflation expectations, limiting losses in T-notes.

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FIRST SEENJun 9, 2026
LAST SEENJun 9, 2026
→ TRAJECTORY Quiet

Too little corroboration in the last 3 days to call a trend (1 article). Watching for it to gain traction.

COVERAGE OVER TIME
0.0%7.5%15.0% Jun 9Jun 20Jul 1Jul 12Jul 23Aug 3Aug 14Aug 25
COVERAGE MIX
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RELATED THEMES

Themes moving alongside this one — where the same story is bleeding across assets, and where it's contested.

⇄ CROSS-ASSET Progress toward a U.S.-Iran peace deal is easing geopolitical tensions and reducing inflation concerns, which supports lower Treasury yields and equity valuations BULLISH SPX ⚔ COMPETING US-Iran Ceasefire Safe-Haven Drop BEARISH US10Y ⇄ CROSS-ASSET Israel-Lebanon Ceasefire Market Rally BULLISH SPX ⇄ CROSS-ASSET US-Iran Ceasefire Rally Skepticism NEUTRAL SPX ⇄ CROSS-ASSET Dollar Strength Pressures Crypto Demand BEARISH ETH ⇄ CROSS-ASSET Escalating US-Iran military tensions could reignite inflation pressures despite recent cooling data BEARISH SPX
SOURCE EVIDENCE

"Losses in T-notes were limited as inflation expectations eased after crude oil prices gave up sharp overnight gains when President Trump said Iran and Israel are 'looking to do' an immediate ceasefire."

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