Higher oil prices sustained at $80 or above for the rest of the year act as an impediment to growth, creating a trade opportunity in duration (bonds) because slower growth typically prompts Fed rate cuts.
causalpending
Speaker
Jeffrey ShermanEvidence Quote
“if we have ultimately a higher oil price for a longer period of time, and I'll just let's say we have $80 price for the rest of the year, that has to be an impediment to growth at this point.”
Created: 8/12/2026, 10:36:49 PM
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