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MacroConfidence · HighAugust 12, 2026

Markets price a slower path for rates as energy stays volatile

Importance · 5/5Sources · 1

Rate-sensitive assets are responding to mixed inflation signals while energy markets remain sensitive to supply disruptions and geopolitical headlines.

A slower easing cycle keeps financing expensive for households and growth companies. Energy volatility can also delay the improvement in headline inflation that central banks want to see.

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Rates fixture

Bloomberg fixture · Published: Aug 12, 2026, 3:15 PM