Mark Dowding还认为，两年期美债和三十年期美债之间的收益率差可能会在“时机成熟时”从目前的35个基点飙升至150个基点。此外，Mark Dowding表示，地缘政治紧张局势也将推高能源价格。数据显示，由于对中东地区局势升级的担忧，原油期货本月已累计上涨约7%，这加剧了更广泛的通胀压力。
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