Read the weekly market letter here:
Carlsquare weekly market letter
- The oil market is in trouble again. It matters because it affects all other markets…
- The stock market is spooked by the higher interest rates we have been warning about for the last few weeks. Something had to give. Higher oil prices create a new wave of inflation.
- The week is full of macro events, but it is a traders’ market, and we are in the middle of the seasonal downturn we expected for September-October.
- The chart below shows the close relationship between oil prices and the 10-year US Treasury yield.
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