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Market Impact: 0.85

When Will Trump Pivot Beyond Words?

Geopolitics & WarEnergy Markets & PricesCommodities & Raw MaterialsCurrency & FXInterest Rates & YieldsMonetary PolicyInflationEconomic Data

Escalating conflict in Iran is driving oil prices, the U.S. dollar, and Treasury yields higher while U.S. equities are falling. A prolonged war could push consumer prices up, prompt additional Fed rate hikes, and increase the risk of an economic downturn by this fall.

Analysis

Escalating conflict in Iran is driving oil prices, the U.S. dollar, and Treasury yields higher while U.S. equities are falling. A prolonged war could push consumer prices up, prompt additional Fed rate hikes, and increase the risk of an economic downturn by this fall.

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