Israel, Geopolitical Risks, and Market Response
Bloomberg Intelligence
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Geopolitical Conflicts and Oil Prices
The chapter explores the surge in oil prices and its connection to geopolitical conflicts, particularly in the Middle East. It discusses the impact on managed money net positions and the potential acceleration of a global tilt towards recession. The chapter also touches on the impact of these events on bond yields and the need for a major cutback in oil supply.
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