Market Pulse | Sep 1
Oil Is Back in the Driver’s Seat
September is starting with a familiar problem:
inflation.
🛢 OIL REIGNITES INFLATION FEARS
Renewed tensions between the U.S. and Iran pushed crude higher again, putting fresh pressure on inflation expectations.
🏦 THE FED HAS A NEW PROBLEM
After Warsh’s hawkish tone last week, higher oil prices could make the path toward easier monetary policy even harder.
💵 BONDS ARE FEELING IT
Treasury yields are moving higher as markets reassess where rates could be heading. That can quickly spill over into other risk assets.
📊 SEPTEMBER DATA STARTS NOW
China’s manufacturing data, U.S. ISM and Eurozone inflation are all on today’s radar, giving markets the first clues about the month ahead.
₿ CRYPTO CAN’T IGNORE MACRO
Bitcoin enters September facing the same equation as other risk assets: sticky inflation, tighter liquidity and a Fed that may have less room to ease.
Oil is rising.
Yields are rising.
And September has just started.
Oil Is Back in the Driver’s Seat
September is starting with a familiar problem:
inflation.
🛢 OIL REIGNITES INFLATION FEARS
Renewed tensions between the U.S. and Iran pushed crude higher again, putting fresh pressure on inflation expectations.
🏦 THE FED HAS A NEW PROBLEM
After Warsh’s hawkish tone last week, higher oil prices could make the path toward easier monetary policy even harder.
💵 BONDS ARE FEELING IT
Treasury yields are moving higher as markets reassess where rates could be heading. That can quickly spill over into other risk assets.
📊 SEPTEMBER DATA STARTS NOW
China’s manufacturing data, U.S. ISM and Eurozone inflation are all on today’s radar, giving markets the first clues about the month ahead.
₿ CRYPTO CAN’T IGNORE MACRO
Bitcoin enters September facing the same equation as other risk assets: sticky inflation, tighter liquidity and a Fed that may have less room to ease.
Oil is rising.
Yields are rising.
And September has just started.
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