Reduced Petrodollar recycling from Gulf nations puts upward pressure on yields and downward pressure on price.

Traditional safe-haven asset likely to see increased demand due to heightened global macro risks.

Yields have spiked 14% since the war began, increasing the opportunity cost for non-yielding assets.

Rising yields are creating downward pressure on risk assets and increasing the cost of capital.

Rising yields are creating stress; 4.5% is a major psychological alarm bell that could pressure equities and real estate.

Rising long-term funding costs and a $35 trillion national debt suggest bond prices will face downward pressure as yields rise.

Yields are rising from 4.0% to 4.3% as high oil prices fuel long-term inflation fears.

Bearish on bond prices as yields must rise toward 5% to combat persistent energy-driven inflation; central banks unlikely to ease during an oil shock.

Expected to see increased demand as investors seek safety during significant geopolitical shifts and military campaigns.