House View Daily | Inflation data and Warsh in focus as yields rise
About this episode
The episode discusses the impact of US-Iran tensions on oil prices and Treasury yields, while focusing on upcoming inflation data and Fed Chair Kevin Warsh's testimony.
Markets are on edge as renewed US-Iran tensions pushed oil prices and Treasury yields higher. Investors will now look to June CPI data and Fed Chair Kevin Warsh’s congressional testimony for clues on the path of US interest rates. We expect inflation pressures to ease in the coming months, which should ultimately lead to lower bond yields.
More episodes of UBS On-Air: In the Now
- House View Daily | Stocks have room to move up despite risks
- House View Daily | Broad global earnings strength should support equities
- House View Daily | Understanding semis volatility
- House View Daily | Strong earnings should drive US equities higher
- House View Daily | US-Iran tensions reinforce the case for portfolio resilience
- House View Daily | Maintain diversification amid renewed US-Iran tensions
Explore listener stats, chart rankings, contacts and more on the UBS On-Air: In the Now podcast page.