https://news.alsharafihq.com/article/trump-beef-tariff-pause-sparks-us-rancher-backlash-brazil-export-surge Sharafi News en-US 2026-10-25T20:44:18.087Z Trump Beef Tariff Pause Sparks US Rancher Backlash, Brazil Export Surge https://news.alsharafihq.com/article/gaza-strike-escalates-risk-premium-defense-stocks-oil-rally Sharafi News en-US 2026-10-25T20:30:27.066Z Gaza Strike Escalates Risk Premium → Defense Stocks, Oil Rally https://news.alsharafihq.com/article/nigeria-village-raid-kills-48-emerging-market-risk-reassessment-accelerates Sharafi News en-US 2026-10-25T20:15:30.106Z Nigeria Village Raid Kills 48: Emerging Market Risk Reassessment Accelerates https://news.alsharafihq.com/article/west-bank-escalation-lifts-geopolitical-risk-premium-defense-stocks-rally Sharafi News en-US 2026-10-25T19:52:41.703Z West Bank Escalation Lifts Geopolitical Risk Premium, Defense Stocks Rally https://news.alsharafihq.com/article/us-israel-policy-continuity-post-elections-buoys-defense-stocks-on-risk-premium Sharafi News en-US 2026-10-25T19:38:27.723Z US-Israel Policy Continuity Post-Elections Buoys Defense Stocks on Risk Premium https://news.alsharafihq.com/article/bon-secours-6bn-surgery-partners-takeover-accelerates-healthcare-consolidation Sharafi News en-US 2026-10-25T19:19:51.936Z Bon Secours $6bn Surgery Partners Takeover Accelerates Healthcare Consolidation https://news.alsharafihq.com/article/un-flags-ai-driven-inequality-surge-sovereign-wealth-funds-trim-tech-exposure Sharafi News en-US 2026-10-25T18:48:16.309Z UN Flags AI-Driven Inequality Surge → Sovereign Wealth Funds Trim Tech Exposure https://news.alsharafihq.com/article/bessent-t-bill-tilt-risks-yield-curve-steepening-refinancing-cliff Sharafi News en-US 2026-10-25T18:34:02.465Z Bessent T-Bill Tilt Risks Yield Curve Steepening, Refinancing Cliff https://news.alsharafihq.com/article/caryle-murphy-post-reporter-who-covered-1990-oil-shock-invasion-dies-at-84 Sharafi News en-US 2026-10-25T18:18:08.723Z Caryle Murphy, Post Reporter Who Covered 1990 Oil Shock Invasion, Dies at 84 https://news.alsharafihq.com/article/calpers-cuts-big-tech-exposure-as-ai-momentum-stalls-rebalancing-speeds Sharafi News en-US 2026-10-25T17:41:49.111Z CalPERS cuts Big Tech exposure as AI momentum stalls, rebalancing speeds https://news.alsharafihq.com/article/kyiv-shifts-customs-inland-shielding-eu-trade-from-russian-drone-threats Sharafi News en-US 2026-10-25T17:21:13.328Z Kyiv Shifts Customs Inland Shielding EU Trade From Russian Drone Threats https://news.alsharafihq.com/article/french-oat-yields-surges-as-fiscal-deficit-widens-spreads-widen Sharafi News en-US 2026-10-25T17:00:20.472Z French OAT yields surges as fiscal deficit widens, spreads widen https://news.alsharafihq.com/article/russia-hosts-olympic-federation-meet-driving-sovereign-spreads-tighter Sharafi News en-US 2026-10-25T16:35:21.778Z Russia hosts Olympic federation meet, driving sovereign spreads tighter https://news.alsharafihq.com/article/rubio-ukraine-trilateral-talks-plan-european-markets-price-peace-premium Sharafi News en-US 2026-10-25T16:05:39.155Z Rubio Ukraine Trilateral Talks Plan → European Markets Price Peace Premium https://news.alsharafihq.com/article/spx-500-0dte-sellers-drive-volatility-compression-amid-gamma-risk Sharafi News en-US 2026-10-25T15:46:34.244Z SPX 500 0DTE sellers drive volatility compression amid gamma risk https://news.alsharafihq.com/article/market-winter-signals-risk-off-rotation-across-global-asset-classes Sharafi News en-US 2026-10-25T15:09:05.930Z Market Winter Signals Risk-Off Rotation Across Global Asset Classes https://news.alsharafihq.com/article/fed-signals-tighter-policy-equity-markets-brace-for-volatility Sharafi News en-US 2026-10-25T14:38:09.708Z Fed signals tighter policy → equity markets brace for volatility https://news.alsharafihq.com/article/fed-pause-signals-peak-rates-nasdaq-100-rally-extends-on-terminal-rate-clarity Sharafi News en-US 2026-10-25T14:18:12.084Z Fed Pause Signals Peak Rates → Nasdaq 100 Rally Extends on Terminal Rate Clarity https://news.alsharafihq.com/article/copper-supply-crunch-intensifies-green-energy-transition-costs-surge Sharafi News en-US 2026-10-25T13:56:17.464Z Copper Supply Crunch Intensifies → Green Energy Transition Costs Surge https://news.alsharafihq.com/article/gold-breaches-4000-support-as-haven-status-fails-amid-broad-risk-off Sharafi News en-US 2026-10-25T13:41:37.486Z Gold Breaches $4,000 Support as Haven Status Fails Amid Broad Risk-Off https://news.alsharafihq.com/article/em-bond-flows-accelerate-as-global-capital-rotates-into-developing-markets Sharafi News en-US 2026-10-25T13:18:46.968Z EM Bond Flows Accelerate as Global Capital Rotates Into Developing Markets https://news.alsharafihq.com/article/france-avoids-moodys-downgrade-oat-yields-ease-on-fiscal-relief Sharafi News en-US 2026-10-25T12:56:35.599Z France Avoids Moody's Downgrade → OAT Yields Ease on Fiscal Relief https://news.alsharafihq.com/article/indigo-drives-flight-shift-to-navi-mumbai-lifting-investor-sentiment Sharafi News en-US 2026-10-25T12:39:03.013Z IndiGo drives flight shift to Navi Mumbai lifting investor sentiment https://news.alsharafihq.com/article/el-salvador-confirms-haiti-bodies-not-hostages-regional-security-risk-assessed Sharafi News en-US 2026-10-25T12:08:44.310Z El Salvador Confirms Haiti Bodies Not Hostages → Regional Security Risk Assessed https://news.alsharafihq.com/article/brazil-vote-tests-lula-fiscal-credibility-ibovespa-risk-premium-rises Sharafi News en-US 2026-10-25T11:55:53.097Z Brazil Vote Tests Lula Fiscal Credibility → Ibovespa Risk Premium Rises https://news.alsharafihq.com/article/french-oat-yield-surges-as-ecb-succession-fight-widens-spreads Sharafi News en-US 2026-10-25T11:35:27.179Z French OAT yield surges as ECB succession fight widens spreads https://news.alsharafihq.com/article/eutelsat-oneweb-gains-as-eu-funds-starlink-alternative-for-ukraine-defense Sharafi News en-US 2026-10-25T10:53:01.393Z Eutelsat OneWeb Gains as EU Funds Starlink Alternative for Ukraine Defense https://news.alsharafihq.com/article/israel-draft-crisis-pressures-shekel-tase-35-as-rating-agencies-warn Sharafi News en-US 2026-10-25T10:15:56.318Z Israel Draft Crisis Pressures Shekel, TASE 35 as Rating Agencies Warn https://news.alsharafihq.com/article/bu-rescue-fuels-irish-market-rally-after-five-year-ordeal Sharafi News en-US 2026-10-25T09:57:24.752Z BU rescue fuels Irish market rally after five-year ordeal https://news.alsharafihq.com/article/starlink-ukraine-limits-highlight-satellite-dependency-risks-for-defense-comms Sharafi News en-US 2026-10-25T09:31:10.144Z Starlink Ukraine Limits Highlight Satellite Dependency Risks for Defense Comms https://news.alsharafihq.com/article/uk-hiring-freeze-deepens-before-autumn-budget-as-firms-brace-for-tax-rise Sharafi News en-US 2026-10-25T09:16:29.235Z UK Hiring Freeze Deepens Before Autumn Budget as Firms Brace for Tax Rise https://news.alsharafihq.com/article/heating-oil-surges-100-pre-winter-eurozone-inflation-risk-spikes Sharafi News en-US 2026-10-25T08:42:29.707Z Heating Oil Surges 100% Pre-Winter → Eurozone Inflation Risk Spikes https://news.alsharafihq.com/article/goldman-slashes-kospi-target-25-amid-ai-slowdown-pressuring-korean-tech Sharafi News en-US 2026-10-25T08:32:39.361Z Goldman slashes Kospi target 25% amid AI slowdown pressuring Korean tech https://news.alsharafihq.com/article/sp-500-obama-rallies-democrats-fuels-market-volatility Sharafi News en-US 2026-10-25T08:05:39.500Z S&P 500 Obama rallies Democrats fuels market volatility https://news.alsharafihq.com/article/israel-west-bank-closure-elevates-geopolitical-risk-premium-for-regional-assets Sharafi News en-US 2026-10-25T07:36:36.830Z Israel West Bank Closure Elevates Geopolitical Risk Premium for Regional Assets https://news.alsharafihq.com/article/uk-budget-revenue-options-labour-wealth-tax-plans-hit-gilts-sterling Sharafi News en-US 2026-10-25T07:26:24.850Z UK Budget Revenue Options: Labour Wealth Tax Plans Hit Gilts, Sterling https://news.alsharafihq.com/article/aberdeen-fuels-hydrogen-push-as-itm-power-gains-investor-momentum Sharafi News en-US 2026-10-25T06:50:11.302Z Aberdeen fuels hydrogen push as ITM Power gains investor momentum https://news.alsharafihq.com/article/brent-crude-tops-117-on-iran-escalation-inflation-risk-resurges-globally Sharafi News en-US 2026-10-25T06:40:51.162Z Brent Crude Tops $117 on Iran Escalation → Inflation Risk Resurges Globally https://news.alsharafihq.com/article/mercuria-challenges-shipping-benchmark-over-hormuz-losses-igniting-market-worry Sharafi News en-US 2026-10-25T06:13:57.505Z Mercuria challenges shipping benchmark over Hormuz losses igniting market worry https://news.alsharafihq.com/article/us-executives-cut-ties-25bn-gas-project-after-hidden-russian-stake-signals-risk Sharafi News en-US 2026-10-25T05:50:59.276Z US executives cut ties $25bn gas project after hidden Russian stake signals risk https://news.alsharafihq.com/article/disrupter-exchanges-target-etf-listings-nyse-nasdaq-duopoly-pressured Sharafi News en-US 2026-10-25T05:40:06.999Z Disrupter Exchanges Target ETF Listings → NYSE Nasdaq Duopoly Pressured https://news.alsharafihq.com/article/french-oat-corporate-yield-convergence-signals-credit-spread-compression Sharafi News en-US 2026-10-25T05:20:36.976Z French OAT-Corporate Yield Convergence Signals Credit Spread Compression https://news.alsharafihq.com/article/sapelo-island-zoning-referendum-threatens-coastal-development-pipeline Sharafi News en-US 2026-10-25T04:37:29.149Z Sapelo Island Zoning Referendum Threatens Coastal Development Pipeline https://news.alsharafihq.com/article/california-proposition-40-wealth-tax-triggers-tech-selloff-risk Sharafi News en-US 2026-10-25T04:25:59.602Z California Proposition 40 Wealth Tax Triggers Tech Selloff Risk https://news.alsharafihq.com/article/french-oat-bund-spread-hits-15-year-high-as-budget-crisis-deepens Sharafi News en-US 2026-10-25T04:14:04.906Z French OAT-Bund Spread Hits 15-Year High as Budget Crisis Deepens https://news.alsharafihq.com/article/barclays-slashes-5000-roles-as-ai-boost-drives-profit-surge Sharafi News en-US 2026-10-25T03:37:31.607Z Barclays slashes 5,000 roles as AI boost drives profit surge https://news.alsharafihq.com/article/cyprus-investigates-abramovich-tax-affairs-financial-hub-reputation-at-risk Sharafi News en-US 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https://news.alsharafihq.com/article/bp-deepwater-horizon-study-triggers-60-collapse-warning-investors Sharafi News en-US 2026-10-25T01:32:58.287Z BP Deepwater Horizon Study Triggers 60% Collapse Warning Investors https://news.alsharafihq.com/article/meta-locks-ceo-zuckerberg-california-8-years-amid-5-wealth-tax-shows-stability Sharafi News en-US 2026-10-25T01:22:58.080Z Meta locks CEO Zuckerberg California 8 years amid 5% wealth tax shows stability https://news.alsharafihq.com/article/vw-audi-division-margin-risk-spikes-as-us-tariffs-target-full-import-dependence Sharafi News en-US 2026-10-25T01:11:52.031Z VW Audi Division Margin Risk Spikes as US Tariffs Target Full Import Dependence https://news.alsharafihq.com/article/trump-10b-bbc-suit-risk-surges-as-judge-orders-dec-11-deposition Sharafi News en-US 2026-10-25T00:35:55.144Z Trump $10B BBC Suit Risk Surges As Judge Orders Dec 11 Deposition https://news.alsharafihq.com/article/high-gas-prices-imperil-gop-midterms-as-consumer-spending-contracts Sharafi News en-US 2026-10-25T00:25:29.244Z High Gas Prices Imperil GOP Midterms as Consumer Spending Contracts https://news.alsharafihq.com/article/rosebank-oil-field-approval-tests-uk-energy-security-amid-net-zero-challenges Sharafi News en-US 2026-10-25T00:14:25.991Z Rosebank Oil Field Approval Tests UK Energy Security Amid Net Zero Challenges https://news.alsharafihq.com/article/brent-crude-tops-117-on-iran-threats-six-month-high-as-gulf-risks-mount Sharafi News en-US 2026-10-24T23:25:00.874Z Brent Crude Tops $117 on Iran Threats → Six-Month High as Gulf Risks Mount https://news.alsharafihq.com/article/texas-hispanic-voter-realignment-risks-border-trade-energy-workforce-stability Sharafi News en-US 2026-10-24T23:16:07.516Z Texas Hispanic Voter Realignment Risks Border Trade, Energy Workforce Stability 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2026-10-24T20:25:45.268Z Dalmore Pursues JLA Buyout Fueling Cinven Portfolio Reshuffle https://news.alsharafihq.com/article/copper-price-surges-as-supply-deficit-fuels-hedge-fund-gains Sharafi News en-US 2026-10-24T20:14:25.249Z Copper price surges as supply deficit fuels hedge fund gains https://news.alsharafihq.com/article/wti-crude-surges-as-middle-east-tension-lifts-us-diesel-imports Sharafi News en-US 2026-10-24T19:44:48.031Z WTI crude surges as Middle East tension lifts US diesel imports https://news.alsharafihq.com/article/bond-market-surges-on-wigglesworth-insight-driving-investor-confidence Sharafi News en-US 2026-10-24T19:29:10.969Z Bond Market surges on Wigglesworth insight driving investor confidence https://news.alsharafihq.com/article/high-yield-meltdown-sparks-contagion-fear-across-credit-markets Sharafi News en-US 2026-10-24T16:31:38.743Z High-Yield Meltdown Sparks Contagion Fear Across Credit Markets https://news.alsharafihq.com/article/brent-crude-surges-fueling-inflation-fears-and-delaying-rate-cuts Sharafi News en-US 2026-10-24T15:14:51.514Z Brent crude surges, fueling inflation fears and delaying rate cuts https://news.alsharafihq.com/article/workday-ai-integration-drives-revenue-growth-amid-talent-shortage Sharafi News en-US 2026-10-24T14:39:43.776Z Workday AI integration drives revenue growth amid talent shortage https://news.alsharafihq.com/article/russian-bond-surges-on-gershkovich-detention-risk-premium Sharafi News en-US 2026-10-24T14:19:24.534Z Russian bond surges on Gershkovich detention risk premium https://news.alsharafihq.com/article/ai-ad-surge-drives-midterm-ad-tech-stocks-higher-now Sharafi News en-US 2026-10-24T13:00:11.125Z AI Ad Surge Drives Midterm Ad Tech Stocks Higher Now https://news.alsharafihq.com/article/starlink-drives-ukraine-connectivity-recovery-lifting-satellite-market-outlook Sharafi News en-US 2026-10-24T12:46:23.145Z Starlink drives Ukraine connectivity recovery lifting satellite market outlook https://news.alsharafihq.com/article/brent-crude-surges-on-iran-tension-traders-boost-hedges Sharafi News en-US 2026-10-24T12:15:48.436Z Brent crude surges on Iran tension, traders boost hedges https://news.alsharafihq.com/article/phoenix-hailstorm-sparks-cat-bond-repricing-as-insurers-face-rare-event-losses Sharafi News en-US 2026-10-24T11:33:57.350Z Phoenix Hailstorm Sparks Cat Bond Repricing as Insurers Face Rare Event Losses https://news.alsharafihq.com/article/berchtesgaden-tourism-sector-triggers-investor-concern-after-historic-site-blaze Sharafi News en-US 2026-10-24T11:23:00.445Z Berchtesgaden tourism sector triggers investor concern after historic site blaze https://news.alsharafihq.com/article/uk-charity-christmas-demand-rise-signals-consumer-pressure-before-holiday-retail Sharafi News en-US 2026-10-24T11:12:20.509Z UK Charity Christmas Demand Rise Signals Consumer Pressure Before Holiday Retail https://news.alsharafihq.com/article/trump-epa-waives-clean-air-rules-boosting-chemical-sector-stocks Sharafi News en-US 2026-10-24T10:38:41.411Z Trump EPA Waives Clean Air Rules Boosting Chemical Sector Stocks https://news.alsharafihq.com/article/chemical-stocks-face-esg-backlash-after-nyt-exposes-toxic-emission-waivers Sharafi News en-US 2026-10-24T10:24:32.204Z Chemical Stocks Face ESG Backlash After NYT Exposes Toxic Emission Waivers https://news.alsharafihq.com/article/jet-fuel-spike-entrenches-high-airfares-beyond-iran-conflict-resolution Sharafi News en-US 2026-10-24T10:12:25.267Z Jet Fuel Spike Entrenches High Airfares Beyond Iran Conflict Resolution https://news.alsharafihq.com/article/starlink-ukraine-access-control-uncertainty-defense-satcom-risk-escalates Sharafi News en-US 2026-10-24T09:36:53.778Z Starlink Ukraine Access Control Uncertainty → Defense Satcom Risk Escalates 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Sharafi News en-US 2026-10-24T08:15:13.887Z Swiss Stocks Rally as AI Haven: SMI Outperforms Nasdaq on Defensive Rotation https://news.alsharafihq.com/article/argentina-drops-milei-crypto-probe-em-political-risk-eases Sharafi News en-US 2026-10-24T07:38:33.201Z Argentina Drops Milei Crypto Probe → EM Political Risk Eases https://news.alsharafihq.com/article/israel-west-bank-escalation-widens-risk-premium-ta-35-shekel-under-pressure Sharafi News en-US 2026-10-24T07:27:28.668Z Israel West Bank Escalation Widens Risk Premium → TA-35, Shekel Under Pressure https://news.alsharafihq.com/article/minneapolis-surrender-claim-municipal-bonds-face-federal-funding-scrutiny Sharafi News en-US 2026-10-24T07:14:30.889Z Minneapolis 'Surrender' Claim → Municipal Bonds Face Federal Funding Scrutiny https://news.alsharafihq.com/article/alaska-election-lawsuit-clouds-lng-investment-climate-amid-sanctions-scrutiny Sharafi News en-US 2026-10-24T06:42:39.157Z Alaska Election Lawsuit Clouds LNG Investment Climate Amid Sanctions Scrutiny https://news.alsharafihq.com/article/uk-energy-bills-surge-reshapes-household-budgets-boe-rate-cut-timeline-at-risk Sharafi News en-US 2026-10-24T06:28:05.731Z UK Energy Bills Surge Reshapes Household Budgets → BoE Rate Cut Timeline at Risk https://news.alsharafihq.com/article/sebi-orders-546b-options-trainer-refund-retail-investor-protection Sharafi News en-US 2026-10-24T06:14:43.738Z SEBI Orders ₹5.46B Options Trainer Refund → Retail Investor Protection https://news.alsharafihq.com/article/iceland-inflation-hits-3-central-bank-rate-cut-delay-risks-krona-volatility Sharafi News en-US 2026-10-24T05:43:54.603Z Iceland Inflation Hits 3% → Central Bank Rate Cut Delay Risks Króna Volatility https://news.alsharafihq.com/article/national-grid-efficiency-drive-lifts-utility-margins-amid-demand-shift Sharafi News en-US 2026-10-24T05:25:44.940Z National Grid efficiency drive lifts utility margins amid demand shift https://news.alsharafihq.com/article/novatek-drives-sanctions-risk-for-us-lng-investors-amid-funding-revelations Sharafi News en-US 2026-10-24T05:13:08.536Z Novatek drives sanctions risk for US LNG investors amid funding revelations https://news.alsharafihq.com/article/just-eat-ai-order-errors-damage-brand-trust-raise-operational-risk Sharafi News en-US 2026-10-24T04:35:46.215Z Just Eat AI Order Errors Damage Brand Trust, Raise Operational Risk https://news.alsharafihq.com/article/airbnb-bans-guest-cleaning-mandates-abnb-host-retention-improves Sharafi News en-US 2026-10-24T04:23:57.573Z Airbnb Bans Guest Cleaning Mandates → ABNB Host Retention Improves https://news.alsharafihq.com/article/iran-houthi-threats-spur-us-exit-orders-oil-surges-on-supply-disruption-risk Sharafi News en-US 2026-10-24T04:12:25.742Z Iran-Houthi Threats Spur US Exit Orders → Oil Surges on Supply Disruption Risk https://news.alsharafihq.com/article/ai-hiring-war-reshapes-labor-market-dynamics-amid-tech-sector-uncertainty Sharafi News en-US 2026-10-24T03:35:42.734Z AI Hiring War Reshapes Labor Market Dynamics Amid Tech Sector Uncertainty https://news.alsharafihq.com/article/barclays-slashes-5000-roles-to-accelerate-ai-adoption-lifting-profit-outlook Sharafi News en-US 2026-10-24T03:23:32.200Z Barclays slashes 5,000 roles to accelerate AI adoption lifting profit outlook https://news.alsharafihq.com/article/meta-shares-rise-as-zuckerberg-secures-tax-deal-ahead-of-california-wealth-vote Sharafi News en-US 2026-10-24T03:10:30.636Z Meta Shares Rise as Zuckerberg Secures Tax Deal Ahead of California Wealth Vote https://news.alsharafihq.com/article/uk-civil-service-fraud-exposes-governance-gaps-regulatory-reform-demands-surge Sharafi News en-US 2026-10-24T02:37:36.758Z UK Civil Service Fraud Exposes Governance Gaps → Regulatory Reform Demands Surge https://news.alsharafihq.com/article/india-ai-data-annotation-surge-lowers-model-training-costs-for-big-tech Sharafi News en-US 2026-10-24T02:19:21.977Z India AI Data Annotation Surge Lowers Model Training Costs for Big Tech https://news.alsharafihq.com/article/civil-servant-fraud-case-five-jobs-prosecution-sparks-public-sector-scrutiny Sharafi News en-US 2026-10-24T02:09:43.017Z Civil Servant Fraud Case: Five Jobs Prosecution Sparks Public Sector Scrutiny https://news.alsharafihq.com/article/uk-launches-100m-ai-biosecurity-hub-driving-biotech-investment-surge Sharafi News en-US 2026-10-24T01:43:44.339Z UK launches £100m AI biosecurity hub driving biotech investment surge https://news.alsharafihq.com/article/bloomberg-drives-investor-sentiment-with-new-circuit-series Sharafi News en-US 2026-10-24T01:30:33.556Z Bloomberg drives investor sentiment with new Circuit series https://news.alsharafihq.com/article/sp-revises-classification-rules-triggers-index-rebalance-for-investors Sharafi 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investors exit https://news.alsharafihq.com/article/san-diego-signals-exit-from-muni-bond-association-driving-investor-uncertainty Sharafi News en-US 2026-10-23T22:56:55.949Z San Diego signals exit from muni bond association driving investor uncertainty https://news.alsharafihq.com/article/michigan-consumer-sentiment-hits-5-month-low-fed-pivot-bets-grow Sharafi News en-US 2026-10-23T21:38:12.535Z Michigan Consumer Sentiment Hits 5-Month Low → Fed Pivot Bets Grow https://news.alsharafihq.com/article/starlink-expands-rural-broadband-squeezes-telecom-valuations Sharafi News en-US 2026-10-23T21:27:18.855Z Starlink expands rural broadband squeezes telecom valuations https://news.alsharafihq.com/article/ai-trade-unwinds-again-treasury-rally-signals-risk-off-rotation Sharafi News en-US 2026-10-23T21:16:19.281Z AI Trade Unwinds Again → Treasury Rally Signals Risk-Off Rotation