ALERT: Oil And Interest Rates Are Plunging, Here's What You Must Know

#finance
#financement

Oil prices are down big. And if you only looked at the headline, the explanation seems obvious: Iran peace deal, supply normalization, geopolitical risk premium coming out. Except that is not what the market is really saying. Or should I say markets plural. There is a lot going on across various curves that shed a very different light on the crude plunge. Big changes in Treasuries, huge, huge shift in TIPS, more than you’d think, and of course oil prices themselves.