Oil rose again at the start of the week as US‑Iran talks continue with no sign
of a resolution. Swissquote senior analyst Ipek Ozkardeskaya said the bond
market is under pressure and sovereign yields, now at multi-decade highs, are
unsettling equity investors. She said current yield levels are starting to look
attractive and may prompt flows out of equities into safer bonds. Ozkardeskaya
added investors are increasingly accepting that the global economy has shifted
to a structurally higher inf regime, making a wait‑and‑see approach more
appropriate.
