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Market Commentaries
US Treasuries deserve another look
The recent escalation in the Israel-Iran conflict has sharpened investor focus on the relationship between oil prices and financial markets. While the typical ‘risk-off’ response—favouring bonds and pressuring equities—is well understood during periods of geopolitical tension, the implications of rising oil prices are more nuanced. Moreover, most economists speak in unison about their overwhelming belief that Trump’s […]
