Oil, Tariffs, And War Hit Markets Together
We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. It threatens consumer spending, corporate margins, and the Fed’s ability to respond if growth weakens.The real danger is the interaction between oil and bond yields: one hits earnings, the other compresses valuations. Long-duration assets are the most exposed.Earnings season is acting as a temporary anesthetic.
- ▪We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools.
- ▪It threatens consumer spending, corporate margins, and the Fed’s ability to respond if growth weakens.The real danger is the interaction between oil and bond yields: one hits earnings, the other compresses valuations.
- ▪Long-duration assets are the most exposed.Earnings season is acting as a temporary anesthetic.
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