

Navigating Markets Amid Middle East Conflict ft. Jared Dillian
4 snips Oct 9, 2023
Jared Dillian, editor of the Daily Dirtnap newsletter, talks about the impact of the Middle East conflict on energy sector risk and broader market implications. They also discuss the spike in bond yields and this week's inflation data. They highlight the potential rally in oil due to geopolitical risk, analyze industrial metals, and predict a decrease in rates and a steepening of the yield curve.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Trading Treasuries on Columbus Day
02:43 • 8min
Yield Basis Discussion and Festival of Learning Ad
10:35 • 2min
Rally in Oil Due to Geopolitical Risk
12:09 • 15min
Analysis of Industrial Metals and Potential Opportunities
26:40 • 2min
Market Implications and Predictions for Rates and the Yield Curve
28:36 • 2min