Oil prices and U.S. 10-year Treasury yields have moved closely together of late, as geopolitical conflicts have pushed the price of oil (and its distillates) higher, which then spills over into concerns over inflation and central bank reaction functions.
In the latest 3 Things in Credit, KBRA’s Chief Markets Strategist Van Hesser examines the valuation correction beneath record-high equities, the unusually strong recent relationship between oil and rates, and mounting consumer headwinds evident in the latest Federal Reserve data. Listen to Van Hesser’s insights on: Apple Podcasts | YouTube Music | Spotify or…
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