Billionz Multi-Asset Weekly Newsletter
Navigating Higher Yields, Oil Volatility and Shifting Global Markets Global Developments:UST 10y surged toward 5.18%, the highest since the financial crisis, driven by hawkish Fed comments (Governor Barr), a hot PMI print, and rising odds of another October hike. Fed funds futures now price roughly 64% for October. Oil whipsawed on Iran headlines through the week. WTI/Brent fell for five straight sessions on reports of US-Iran side talks on a phased Strait of Hormuz reopening, before Houthi strikes on Saudi Arabia briefly pushed Brent to $108. WTI ended the week down about 7% while Brent was roughly flat to slightly...










