Veytics Intelligence
2026-09-28 · Stonex

Oil Casts a Long Shadow Over Inflation, Bond Yields and Currencies - stonex.com

Crude oil's geopolitical risk premium rests on two fronts, U.S.-Iran tensions and Russia-Ukraine attacks on energy infrastructure. A full unwind in Brent crude requires de-escalation on both, while cross-asset signals from Treasury yields and energy equities show markets holding at long-term levels.

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