🚨 OIL IS NOW CONTROLLING THE WORLD’S MOST IMPORTANT BOND MARKET.
Oil and US Treasury yields are now moving together at the tightest level since the 1990 Gulf War.
Every $1 rise in WTI is adding roughly 0.02 percentage points to the US 10-year yield.
That means higher oil is no longer just an energy problem, it is directly pushing borrowing costs higher.
Mortgages, corporate debt, government financing and valuations all get hit when yields keep climbing.
If the Iran conflict keeps oil elevated, the Fed may be forced to stay tighter for longer.
This is how an oil shock turns into a full blown market problem.
$XRP
$FIL
$LUNC
Oil and US Treasury yields are now moving together at the tightest level since the 1990 Gulf War.
Every $1 rise in WTI is adding roughly 0.02 percentage points to the US 10-year yield.
That means higher oil is no longer just an energy problem, it is directly pushing borrowing costs higher.
Mortgages, corporate debt, government financing and valuations all get hit when yields keep climbing.
If the Iran conflict keeps oil elevated, the Fed may be forced to stay tighter for longer.
This is how an oil shock turns into a full blown market problem.
$XRP
$FIL
$LUNC
