๐ข๏ธ Brent again within the US$ 96 range, while WTI remains close to US$ 91, after a new escalation between the US and Iran.
๐ฅ The Strait of Hormuz has become one of the main points of attention. Any major restriction on traffic could increase the risk to oil supply.
๐ข Recent attacks on tankers have further heightened this concern. The market is starting to price in a greater risk of interruptions to the energy flow.
๐ The impact is bigger than just the energy sector. This rise in oil could increase pressure on inflation and make it harder to ease interest rates.
๐ต If interest rates and the dollar remain pressured upward, risk assets may feel the effects โ and the crypto market isnโt out of the equation.
๐ Thatโs why itโs worth watching the sequence: oil โ inflation โ interest rates โ dollar โ risk assets.
โ ๏ธ Oil reaching US$ 100 may not be the most important point. The key issue is how long this shock can remain in the market.
๐ If tensions ease and the oil flow is preserved, the impact could lose momentum. If Hormuz truly moves to the center of the crisis, the story changes.
๐ค In your view, are we facing a temporary shock or a move capable of changing expectations again for inflation and interest rates?
โน๏ธ ๐๐ผ๐ป๐๐ฒ๐ฬ๐ฑ๐ผ ๐ถ๐ป๐ณ๐ผ๐ฟ๐บ๐ฎ๐๐ถ๐๐ผ ๐ฏ๐ฎ๐๐ฒ๐ฎ๐ฑ๐ผ ๐ฒ๐บ ๐ถ๐ป๐ณ๐ผ๐ฟ๐บ๐ฎ๐ฐฬง๐ผฬ๐ฒ๐ ๐ฝ๐ฬ๐ฏ๐น๐ถ๐ฐ๐ฎ๐ ๐ฑ๐ถ๐๐ฝ๐ผ๐ป๐ถฬ๐๐ฒ๐ถ๐ ๐ป๐ฎ ๐ฑ๐ฎ๐๐ฎ ๐ฑ๐ฎ ๐ฝ๐๐ฏ๐น๐ถ๐ฐ๐ฎ๐ฐฬงaฬ๐ผ.
๐ฅ The Strait of Hormuz has become one of the main points of attention. Any major restriction on traffic could increase the risk to oil supply.
๐ข Recent attacks on tankers have further heightened this concern. The market is starting to price in a greater risk of interruptions to the energy flow.
๐ The impact is bigger than just the energy sector. This rise in oil could increase pressure on inflation and make it harder to ease interest rates.
๐ต If interest rates and the dollar remain pressured upward, risk assets may feel the effects โ and the crypto market isnโt out of the equation.
๐ Thatโs why itโs worth watching the sequence: oil โ inflation โ interest rates โ dollar โ risk assets.
โ ๏ธ Oil reaching US$ 100 may not be the most important point. The key issue is how long this shock can remain in the market.
๐ If tensions ease and the oil flow is preserved, the impact could lose momentum. If Hormuz truly moves to the center of the crisis, the story changes.
๐ค In your view, are we facing a temporary shock or a move capable of changing expectations again for inflation and interest rates?
โน๏ธ ๐๐ผ๐ป๐๐ฒ๐ฬ๐ฑ๐ผ ๐ถ๐ป๐ณ๐ผ๐ฟ๐บ๐ฎ๐๐ถ๐๐ผ ๐ฏ๐ฎ๐๐ฒ๐ฎ๐ฑ๐ผ ๐ฒ๐บ ๐ถ๐ป๐ณ๐ผ๐ฟ๐บ๐ฎ๐ฐฬง๐ผฬ๐ฒ๐ ๐ฝ๐ฬ๐ฏ๐น๐ถ๐ฐ๐ฎ๐ ๐ฑ๐ถ๐๐ฝ๐ผ๐ป๐ถฬ๐๐ฒ๐ถ๐ ๐ป๐ฎ ๐ฑ๐ฎ๐๐ฎ ๐ฑ๐ฎ ๐ฝ๐๐ฏ๐น๐ถ๐ฐ๐ฎ๐ฐฬงaฬ๐ผ.
