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</html><description>What&#x2019;s driving bond yields higher? Is it the war with Iran, rising crude oil and diesel prices, fertilizer shortages, tariffs, expanding government deficits, semiconductor shortages, or increased AI borrowing? All of the above expand demand for credit, reflected in rising nominal GDP growth, which competes for a limited supply of available credit. Credit Supply Credit &hellip; Continue reading ""</description><thumbnail_url>https://www.incrediblecharts.com/images/2026/2026-10-16-ngdp.png</thumbnail_url></oembed>
