Oil, Bonds and Rates: Why Geopolitical Risk Still Sets the Market Tone

• October 7, 2026

Markets are still pricing the possibility that geopolitical tension could keep energy costs and interest rates elevated. Bloomberg reported that a U.S.-Iran standoff pushed oil volatility higher, with Brent crude trading near $105 a barrel, while the S&P 500 gave back its monthly advance and the Nasdaq 100 fell 1.1 percent in the session. The

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Fed Minutes Keep Another Rate Hike on the Table as Inflation Stays Stubborn

• October 1, 2026

Markets received a fresh reminder this week that the Federal Reserve is still fighting the last mile of inflation. Minutes from the Fed’s September meeting show that most officials believed another increase in the benchmark interest rate could be needed before the end of the year. Policymakers said price growth remains too elevated and has

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