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REDDIT

Gas & Oil & more

E
Apr 8, 2025 · 02:11

Let's say in one week prices down about 20%

Equity and comnodity prices are quickly moving back into stagflation.

The effects on populations and businesses can be seen after an 8/12 months.

Banks will have to manage NPL and those with little capital will blow up.

Corporate bonds are repositioning heavily on lower prices and new issues (& of course renewals will cost more too).

Global private/public debt is $300 trillion, 200 bp rise in rollovers would have effects like to say quite major even in the U.S. with a federal debt of about 130% of GDP.