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But we saved everything 🙂.
Robin Brooks discusses the market uncertainty surrounding the ongoing standoff between the U.S. and Iran, particularly regarding when a potential oil supply crunch could significantly impact markets.
Brooks notes that in a recent blog post, he and a colleague have provided a timeline outlining how oil markets may tighten in the coming months.
Brooks has previously highlighted that 2-year yields are climbing while long-term yields remain flat, suggesting room for movement in longer-dated rates in a recent analysis. He also examined the prospects for a gold debasement rally and tracked sharp moves in long-term yields in another post. These observations frame his ongoing commentary on market risks.