Brent Near $95 as Iran Risk Premium Starts to Ease
Brent slips to about $95 as hopes for a shorter U.S.-Iran campaign trim the risk premium, but damaged Hormuz flows keep supply and inflation risks elevated.
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Brent slips to about $95 as hopes for a shorter U.S.-Iran campaign trim the risk premium, but damaged Hormuz flows keep supply and inflation risks elevated.
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Brent traded near $95 after fresh US-Iran strikes. The investor question is whether constrained Hormuz flows turn a risk premium into a lasting supply shock.
A global bond selloff has pushed US, Japanese and Australian yields to multi-year highs, tightening financial conditions and challenging equity valuations.
Asian equities fell as renewed US-Iran fighting lifted oil and bond yields. Australia’s Q2 GDP beat forecasts but did not offset regional risk aversion.
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Brent rose above $91 as U.S.-Iran attacks resumed. For investors, the key issue is whether already-constrained Hormuz flows deteriorate again.
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