"With a background of bond markets looking unsettled, with the problem of inflation, with the Strait of Hormuz not having a solution out of that Summit, I think there definitely is some volatility to come."
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Latest: Post-Hormuz: Bullish or Bearish
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When bonds sell off, equities rarely digest it well. If we start getting sustained bond market volatility again, then all else…
The oil market will have to acknowledge that Hormuz is no longer just a price shock. It’s increasingly a physical-balances…
US President Trump said it's just a question of time regarding Iran, but added that he is not going to be much more patient with…
The melt-up can probably survive higher yields. Aggressively accelerating rates volatility is a different story.
“They need the Strait more than we need it open, we don’t, we don’t need it at all,”
“It’s like we went bankrupt overnight.”
