Weekly Market View Inflation cools, but focus shifts back to oil

2026

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AI-generated summary

1) Inflation is cooling, but rising oil prices present a new risk to the Fed's steady rate outlook, making attractive yields and short bond maturities a focus.
2) * Soft June CPI data suggests peak Fed hawkishness, reinforcing a hold on rates through H2 2026.
* Oil prices may rise to $70-90/bbl but are expected to be short-lived.
* Focus on attractive yields with short bond maturities to mitigate inflation concerns; China and India equities are favored.
3) Inflation, Fed, Oil Prices, Bonds, Equities

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