By Garfield Reynolds, Bloomberg Markets Live reporter and strategist Surging commodity prices are threatening to bring inflation back through a door that investors thought central banks had slammed shut. That’s bringing yields higher, but the structural boost to fiscal spending that is helping drive demand for raw materials threatens to create a vicious circle for bond investors assuming that 2023 marked the start of a fresh bull run. Commodities this year already erased much of 2023’s declines, perhaps the most obvious sign that the…
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