Inflation Fears Pressure Equity Markets
Concerns around inflation and margins are overshadowing major improvements in end markets for oil services.
Too little corroboration in the last 3 days to call a trend (29 articles). Watching for it to gain traction.
Mainstream financial press is carrying this — attention has broadened beyond specialist outlets.
"The broader market is under pressure today from higher crude oil prices, which are boosting inflation expectations and T-note yields. WTI crude oil is up more than +2% today, pushing the 10-year T-note yield up by +4 bp to 4.69%."
"The broader market was under pressure on Monday from higher crude oil prices, which boosted inflation expectations and T-note yields. WTI crude oil surged more than +5% on Monday, pushing the 10-year T-note yield up by +5 bp to 4.70%."
"There's a great risk that things could get so much worse and there would be consequences for food and security globally, but markets don't seem to be factoring in these long-term risks. Economists are sounding the alarm on food security because with the strait closed, prices of energy-intensive commodities like fertilisers will soar."
"The market's outlook is uncertain, with semiconductor stocks leading recent volatility and systemic inflation concerns emerging from rising crude prices."
"Crude prices surged, settling up 9.4 per cent, fuelling worries that strained supply and upward energy price pressures could broaden into long-term, systemic inflation."
"Oil prices jumped following Trump's remarks, with Brent crude futures settling up 5.2%. A renewed jump in oil prices could revive inflation concerns and further complicate the Federal Reserve's path."
"Rising crude oil prices weighed on airline stocks, and trucking companies fell after Amazon expanded its LTL freight offering."
"Soaring crude oil prices are lifting inflation expectations and bond yields and are negative for stocks."
"Soaring crude oil prices boosted inflation expectations and bond yields, and were negative for stocks."
"Soaring crude oil prices are lifting inflation expectations and bond yields and are negative for stocks."