https://convextrade.com/articles/crude-is-up-194-and-the-bond-market-has-priced-two-basis-points-of-it Convex en 2026-07-30T10:14:18.193Z Crude is up 19.4% and the bond market has priced two basis points of it Rates, inflation breakevens, Brent Crude Oil, PPI, Treasuries, bau-news https://convextrade.com/articles/caterpillar-fell-51-while-crude-rose-74-reflation-does-not-trade-like Convex en 2026-07-29T15:50:58.480Z Caterpillar fell 5.1% while crude rose 7.4%. Reflation does not trade like that Energy, cyclicals, industrials, stagflation, real yields, bau-news