🚨 #CPIWatch: Can Rising Inflation Keep Oil Prices High and Treasury Yields Rising?
The latest US CPI data has changed the market conversation. 🇺🇸📊
September inflation rose to 3.7% year over year, up from 3.4% in August. Monthly CPI increased by 0.6%, with gasoline prices rising 9.1%. �
Bureau of Labor Statistics
Here's what I'm watching:
🛢️ OIL: Will geopolitical tensions continue to push energy prices higher?
📈 TREASURIES: Could persistent inflation put more upward pressure on Treasury yields?
🏦 THE FED: Will inflation make interest-rate decisions more difficult?
My view: Higher energy prices can keep inflation elevated, while rising Treasury yields may put pressure on risk-sensitive assets. However, the next move depends on incoming data and market expectations.
💬 What's your take?
1️⃣ Oil prices rise further
2️⃣ Treasury yields move higher
3️⃣ Markets start pricing in a different Fed path
Share your reasoning below! 👇
#CPIWatch #oil #Treasuries s #Inflation #Macro
The latest US CPI data has changed the market conversation. 🇺🇸📊
September inflation rose to 3.7% year over year, up from 3.4% in August. Monthly CPI increased by 0.6%, with gasoline prices rising 9.1%. �
Bureau of Labor Statistics
Here's what I'm watching:
🛢️ OIL: Will geopolitical tensions continue to push energy prices higher?
📈 TREASURIES: Could persistent inflation put more upward pressure on Treasury yields?
🏦 THE FED: Will inflation make interest-rate decisions more difficult?
My view: Higher energy prices can keep inflation elevated, while rising Treasury yields may put pressure on risk-sensitive assets. However, the next move depends on incoming data and market expectations.
💬 What's your take?
1️⃣ Oil prices rise further
2️⃣ Treasury yields move higher
3️⃣ Markets start pricing in a different Fed path
Share your reasoning below! 👇
#CPIWatch #oil #Treasuries s #Inflation #Macro