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8.5
Asset Manager $2100.00B
Dave Braun 9.0
Asset Manager $2100.00B
Dave Braun 9.0
4/6/2026 10:30:45 PM
wti
Dave Braun discusses the 'supply-side shock to oil' and its negative implications for credit, implying that oil prices are elevated due to the conflict and could persist in the short term, but the longer-term impact is negative for growth.
yields
The initial impulse by everyone is to price in higher inflation, causing higher rates across the curve.
| 3/25/2026 12:26:08 AM | medium term cautious down | 20 days later | -3.03% | +1.52% |
| 11/25/2025 8:46:35 PM | short term cautious down | 5 days later | +2.45% | -1.23% |
| 11/12/2025 4:29:08 PM | medium term cautious down | 20 days later | -1.34% | +0.67% |
| 11/5/2025 12:18:17 AM | medium term cautious down | 20 days later | -2.32% | +1.16% |
| 10/24/2025 5:08:46 PM | short term cautious down | 7 days later | +2.73% | -1.36% |
| 10/15/2025 10:59:52 PM | medium term cautious down | 20 days later | +4.55% | -2.28% |
| 10/2/2025 6:11:21 PM | medium term sharp down | 20 days later | -3.11% | +4.66% |
| 9/30/2025 9:58:43 PM | short term up | 5 days later | +1.36% | +1.36% |
| 9/17/2025 10:02:22 PM | short term cautious down | 5 days later | +0.39% | -0.19% |
| 9/16/2025 9:04:34 PM | short term sharp down | 5 days later | +1.64% | -2.47% |
| 9/12/2025 11:53:46 AM | medium term cautious down | 21 days later | +3.17% | -1.59% |
| 9/11/2025 5:44:45 PM | medium term cautious down | 20 days later | +0.66% | -0.33% |
| 8/22/2025 6:06:13 PM | short term down | 8 days later | +0.05% | -0.05% |
| 8/12/2025 10:24:43 PM | short term sharp down | 5 days later | +2.43% | -3.65% |
