Oil Markets Are on a Land Set

If we see a large up move in the oil markets in the next few months and how it affects risk assets this is a bloody complicated macro multivariate question. What really matters for inflation is the rate of change of oil does it get back over 120 dollars i don't think so it's possible but if it does it it has to do it slower than the rate ofchange in inflation won't come out anywhere near here. When is the fed gonna pivot your best guess if you had to pick a month gun to your head last rate rise november umYeah that's that's my best bet pivot for me just stop once you stop i'll call that the pivot because the markets will start