- Goldman Sachs: geopolitical premium over the war in Ukraine is even higher than current oil prices.
- Goldman Sachs strategists: The market may be underestimating the risks of tighter supply on oil pricing.
- Goldman Sachs: Market may have started to overestimate the potential of the war to significantly change Fed’s monetary tightening schedule.
Goldman: Oil Markets Haven’t Fully Priced In Geopolitical Risk Premium
Tsvetana Paraskova
1 comment:
Saw this.
The administration must be scrambling to make a deal with Iran and still look like it "won." Iran must be laughing. The Iranians are in the driver's seat now. Big time.
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