KG: Watch for Volatility Ramp, Investors Not Pricing in Energy Shocks & FOMC Risks

Kevin Green says volatility is not gone, citing conflicting headlines around the Strait of Hormuz and warning that crude oil could see a sharp, tentative upside move. He argues investors are underpricing risk to global growth and the Fed's interest-rate cycle, which could keep markets defensive. The commentary is most relevant to oil, volatility, and broader risk assets rather than to a single company.

Analysis

Kevin Green says volatility is not gone, citing conflicting headlines around the Strait of Hormuz and warning that crude oil could see a sharp, tentative upside move. He argues investors are underpricing risk to global growth and the Fed's interest-rate cycle, which could keep markets defensive. The commentary is most relevant to oil, volatility, and broader risk assets rather than to a single company.