""Oil prices are higher again this morning, but Treasury yields are lower as the risks to economic growth begin to take precedence over the risks to inflation," Oxford Economics said in a note on Monday."
"Michael Brown, senior research strategist at Pepperstone, pointed out that Trump's attempts to talk down the market now have diminishing returns, with investors demanding actual evidence of concrete steps toward de-escalation."
""As I've been harping on about for a while now, the energy price shock will of course raise spot headline inflation in the short-term, but it will also amount to a significant negative demand shock, posing significant growth headwinds that would...""
Bond yields are declining as geopolitical tensions from President Trump's actions in Iran keep oil prices elevated. Initially, yields fell with cooling inflation expectations, but surged due to rising crude prices. The situation in the Strait of Hormuz complicates energy market stability. Oil prices have increased significantly, impacting gasoline and diesel costs. Analysts note that economic growth risks are now overshadowing inflation concerns, leading to a reevaluation of central bank rate expectations and highlighting the negative demand shock from rising energy prices.
Read at Fortune
Unable to calculate read time
Collection
[
|
...
]