🛢️ OIL IS RISING — ARE TREASURY YIELDS NEXT?
Middle East tensions are pressuring oil prices, raising concerns ahead of the September CPI report.
📈 HOTTER CPI: Markets may price in fewer Fed rate cuts, pushing Treasury yields higher and bond prices lower.
📉 COOLER CPI: Yields could fall, potentially supporting Treasury prices.
⚠️ MY MARKET VIEW: Avoid chasing oil's rally. Watch the CPI surprise and Treasury yield reaction before adjusting bond exposure.
The key question: Will rising oil fuel inflation and trigger the next breakout in Treasury yields?
What are you watching — oil prices or Treasury yields?
#CPIWatch #OilPrices #Treasuries $CL
Middle East tensions are pressuring oil prices, raising concerns ahead of the September CPI report.
📈 HOTTER CPI: Markets may price in fewer Fed rate cuts, pushing Treasury yields higher and bond prices lower.
📉 COOLER CPI: Yields could fall, potentially supporting Treasury prices.
⚠️ MY MARKET VIEW: Avoid chasing oil's rally. Watch the CPI surprise and Treasury yield reaction before adjusting bond exposure.
The key question: Will rising oil fuel inflation and trigger the next breakout in Treasury yields?
What are you watching — oil prices or Treasury yields?
#CPIWatch #OilPrices #Treasuries $CL