Billionz Multi-Asset Weekly Newsletter
Rising Oil and Yields Create Fresh Headwinds for Equity Markets Global Developments: Crude prices jumped again this week on unfavorable geopoltical developments. Saudi Arabia has closed its East-West pipeline, a key alternative to SoH, given multiple attacks.US August CPI print came in line with expectations. Focus next week will be on the Fed rate decision. Market is pricing in a 88% chance of a hike on Wednesday. Market is pricing in 2 hikes till end of 2026. US 10y yield moved close to the psychological 5% mark. US Federal budget deficit reached USD 1.97tn, one of the highest on record....










