Ven Ram views the market response to the U.S.-Iran deal as measured and valid. The rally in rates has been mild, with central banks still expected to raise rates. He warns that new Fed Chair Kevin Warsh could be hawkish, potentially calling for a period of temporarily high rates, and may do away with the dot plot and forward guidance, which would increase rates volatility.
explicit
NDX
RUT
implicit
Metals
USD
Bloomberg
7.0
Financial Media
Ven Ram 5.0
Financial Media
Ven Ram 5.0
6/15/2026 2:19:28 PM
wti
The deal is positive for oil supply, but the measured market response and potential for renewed hostilities limit the downside.
yields
Kevin Warsh could come in and say, we need a period of temporary high interest rates before we are able to lower them.
| 6/3/2026 11:19:38 PM | short term up | 5 days later | +1.14% | +1.14% |
| 6/3/2026 2:30:02 PM | short term up | 5 days later | +1.14% | +1.14% |
| 6/3/2026 8:32:54 AM | short term cautious up | 5 days later | +1.14% | +0.57% |
| 6/2/2026 12:01:38 AM | short term up | 5 days later | +1.36% | +1.36% |
| 6/1/2026 5:46:26 PM | short term up | 6 days later | +2.18% | +2.18% |
| 5/30/2026 2:06:01 AM | short term up | 7 days later | +1.72% | +1.72% |
| 5/29/2026 6:24:16 AM | short term up | 7 days later | +1.72% | +1.72% |
| 5/28/2026 10:34:44 AM | short term up | 5 days later | +0.85% | +0.85% |
| 5/26/2026 6:15:06 PM | short term up | 5 days later | -0.13% | -0.13% |
| 5/26/2026 2:13:56 PM | short term up | 5 days later | -0.13% | -0.13% |
| 5/26/2026 10:05:40 AM | short term up | 5 days later | -0.13% | -0.13% |
| 5/25/2026 9:57:20 AM | short term up | 6 days later | -0.40% | -0.40% |
| 5/21/2026 9:08:20 PM | short term up | 5 days later | -1.69% | -1.69% |
| 5/21/2026 10:34:29 AM | short term up | 5 days later | -1.69% | -1.69% |
| 5/21/2026 12:32:31 AM | medium term cautious up | 20 days later | -2.08% | -1.04% |
| 5/20/2026 12:04:34 PM | short term sharp up | 5 days later | -2.03% | -3.04% |
| 5/20/2026 10:29:52 AM | short term sharp up | 5 days later | -2.03% | -3.04% |
| 5/20/2026 9:05:17 AM | short term up | 5 days later | -2.03% | -2.03% |
| 5/20/2026 1:12:47 AM | short term up | 5 days later | -2.03% | -2.03% |
| 5/20/2026 1:11:21 AM | short term up | 5 days later | -2.03% | -2.03% |
| 5/19/2026 8:42:26 AM | medium term up | 20 days later | -0.96% | -0.96% |
| 5/19/2026 12:24:52 AM | medium term up | 20 days later | -0.96% | -0.96% |
| 5/18/2026 11:32:06 AM | medium term up | 20 days later | -2.46% | -2.46% |
| 5/14/2026 10:22:14 AM | medium term up | 20 days later | -2.57% | -2.57% |
| 5/14/2026 8:48:58 AM | short term up | 5 days later | -0.50% | -0.50% |
| 5/13/2026 2:30:46 PM | medium term up | 20 days later | +0.67% | +0.67% |
| 5/13/2026 2:30:46 PM | short term up | 5 days later | +4.62% | +4.62% |
| 5/13/2026 10:40:42 AM | medium term up | 20 days later | +0.67% | +0.67% |
| 5/13/2026 8:05:25 AM | short term cautious up | 5 days later | +4.62% | +2.31% |
| 5/13/2026 7:39:00 AM | short term up | 5 days later | +4.62% | +4.62% |
| 5/12/2026 9:34:37 AM | short term up | 5 days later | +3.17% | +3.17% |
| 5/12/2026 2:49:50 AM | short term up | 5 days later | +3.17% | +3.17% |
| 5/11/2026 3:42:16 PM | short term up | 6 days later | +3.59% | +3.59% |
| 5/11/2026 3:12:21 PM | medium term up | 20 days later | +0.27% | +0.27% |
| 5/11/2026 2:37:40 PM | short term up | 6 days later | +3.59% | +3.59% |
| 5/11/2026 10:33:48 AM | short term up | 6 days later | +3.59% | +3.59% |
| 5/11/2026 10:21:17 AM | short term up | 6 days later | +3.59% | +3.59% |
| 5/11/2026 10:08:16 AM | medium term down | 20 days later | +0.27% | -0.27% |
| 5/8/2026 11:45:15 PM | medium term up | 21 days later | +1.47% | +1.47% |
| 5/8/2026 10:34:17 AM | medium term up | 21 days later | +1.47% | +1.47% |
| 5/8/2026 8:52:09 AM | short term up | 7 days later | +4.83% | +4.83% |
| 5/7/2026 11:14:07 AM | medium term up | 20 days later | +2.09% | +2.09% |
| 5/7/2026 11:14:07 AM | medium term up | 20 days later | +2.09% | +2.09% |
| 5/5/2026 10:43:29 AM | short term up | 5 days later | +1.24% | +1.24% |
| 5/5/2026 9:59:09 AM | short term sharp up | 5 days later | +1.24% | +1.86% |
| 5/5/2026 6:19:06 AM | short term sharp up | 5 days later | +1.24% | +1.86% |
| 5/1/2026 4:44:32 PM | short term up | 7 days later | -0.81% | -0.81% |
| 4/30/2026 2:14:39 PM | short term up | 5 days later | -0.50% | -0.50% |
| 4/30/2026 8:02:59 AM | short term up | 5 days later | -0.50% | -0.50% |
| 4/27/2026 7:39:37 PM | short term down | 6 days later | +2.11% | -2.11% |
| 4/24/2026 9:53:00 AM | short term up | 7 days later | +2.54% | +2.54% |
| 4/21/2026 4:08:13 PM | short term up | 5 days later | +0.98% | +0.98% |
| 4/18/2026 12:01:38 AM | short term sharp down | 7 days later | +2.02% | -3.04% |
| 4/17/2026 12:08:37 PM | medium term cautious up | 21 days later | +3.76% | +1.88% |
| 4/15/2026 12:05:32 AM | short term down | 5 days later | -0.39% | +0.39% |
| 4/13/2026 7:00:27 PM | short term up | 6 days later | -0.14% | -0.14% |
| 4/10/2026 11:45:00 PM | short term cautious up | 7 days later | -1.09% | -0.55% |
| 4/10/2026 11:41:57 PM | short term cautious up | 7 days later | -1.09% | -0.55% |
| 4/9/2026 11:01:58 PM | short term up | 5 days later | -0.81% | -0.81% |
| 4/3/2026 12:36:51 AM | short term down | 7 days later | -0.88% | +0.88% |
| 4/1/2026 11:17:06 AM | short term down | 5 days later | +0.70% | -0.70% |
| 4/1/2026 10:17:51 AM | short term down | 5 days later | +0.70% | -0.70% |
| 3/31/2026 10:09:41 AM | short term up | 5 days later | +0.37% | +0.37% |
| 3/30/2026 2:09:27 PM | short term up | 6 days later | +0.56% | +0.56% |
| 3/30/2026 10:29:13 AM | short term down | 6 days later | +0.56% | -0.56% |
| 3/30/2026 8:40:46 AM | short term cautious down | 6 days later | +0.56% | -0.28% |
| 3/27/2026 11:59:23 AM | short term sharp up | 7 days later | -0.16% | -0.24% |
| 3/27/2026 10:05:53 AM | medium term up | 21 days later | -2.12% | -2.12% |
| 3/27/2026 2:00:21 AM | short term up | 7 days later | -0.16% | -0.16% |
| 3/25/2026 10:19:55 AM | medium term up | 20 days later | -3.03% | -3.03% |
| 3/23/2026 7:21:12 AM | short term up | 6 days later | -1.14% | -1.14% |
| 3/21/2026 1:47:39 AM | long term down | 60 days later | +5.17% | -5.17% |
| 3/20/2026 2:30:40 AM | short term up | 7 days later | +0.18% | +0.18% |
| 3/19/2026 8:12:15 PM | short term down | 5 days later | -1.43% | +1.43% |
| 3/13/2026 9:58:26 PM | short term up | 7 days later | +2.70% | +2.70% |
| 3/13/2026 6:57:37 PM | short term down | 7 days later | +2.70% | -2.70% |
| 3/13/2026 4:40:53 PM | medium term cautious down | 21 days later | +2.73% | -1.36% |
| 3/13/2026 9:59:21 AM | short term sharp up | 7 days later | +2.70% | +4.05% |
| 3/13/2026 6:44:24 AM | short term up | 7 days later | +2.70% | +2.70% |
| 3/11/2026 10:02:21 AM | short term down | 5 days later | -1.66% | +1.66% |
| 3/9/2026 2:08:40 PM | short term up | 6 days later | +2.03% | +2.03% |
| 3/9/2026 10:03:43 AM | short term up | 6 days later | +2.03% | +2.03% |
| 3/3/2026 9:47:37 PM | short term up | 5 days later | +1.37% | +1.37% |
| 3/3/2026 10:53:30 AM | short term up | 5 days later | +1.37% | +1.37% |
| 2/28/2026 1:02:34 AM | medium term sharp down | 21 days later | +7.07% | -10.60% |
| 2/20/2026 5:23:54 PM | short term up | 7 days later | +0.47% | +0.47% |
| 2/19/2026 11:46:00 PM | short term up | 5 days later | -0.93% | -0.93% |
| 2/19/2026 2:30:40 PM | short term up | 5 days later | -0.93% | -0.93% |
| 2/19/2026 8:04:55 AM | medium term up | 20 days later | +4.58% | +4.58% |
| 2/18/2026 11:17:07 PM | medium term cautious up | 20 days later | +3.26% | +1.63% |
| 2/18/2026 9:44:49 PM | medium term cautious up | 20 days later | +3.26% | +1.63% |
| 2/2/2026 10:10:47 AM | medium term up | 20 days later | -5.73% | -5.73% |
| 1/30/2026 10:19:09 AM | short term up | 7 days later | -1.80% | -1.80% |
| 1/28/2026 1:08:47 AM | short term up | 5 days later | +1.11% | +1.11% |
| 1/21/2026 3:54:53 PM | long term up | 60 days later | +2.00% | +2.00% |
| 1/20/2026 6:00:07 PM | short term up | 5 days later | -0.94% | -0.94% |
| 1/20/2026 3:56:13 PM | medium term sharp up | 20 days later | -2.49% | -3.74% |
| 1/20/2026 5:25:20 AM | short term sharp up | 5 days later | -0.94% | -1.41% |
| 1/8/2026 11:18:05 PM | medium term cautious down | 20 days later | +1.34% | -0.67% |
| 12/24/2025 2:57:09 PM | medium term cautious up | 20 days later | +0.58% | +0.29% |
| 12/23/2025 7:24:06 AM | medium term up | 20 days later | +0.85% | +0.85% |
| 12/22/2025 2:42:18 PM | medium term up | 20 days later | +0.43% | +0.43% |
| 12/19/2025 10:45:28 AM | medium term up | 21 days later | +0.43% | +0.43% |
| 12/19/2025 8:37:44 AM | medium term up | 21 days later | +0.43% | +0.43% |
| 12/18/2025 11:18:27 PM | short term down | 5 days later | -0.36% | +0.36% |
| 12/18/2025 9:42:38 PM | medium term down | 20 days later | +0.77% | -0.77% |
| 12/18/2025 1:08:16 PM | medium term up | 20 days later | +0.77% | +0.77% |
| 12/18/2025 8:02:41 AM | medium term down | 20 days later | +0.77% | -0.77% |
| 12/17/2025 7:04:39 AM | medium term cautious up | 20 days later | +0.53% | +0.27% |
| 12/16/2025 11:40:23 PM | short term down | 5 days later | +0.43% | -0.43% |
| 12/11/2025 10:26:28 AM | short term down | 5 days later | -1.03% | +1.03% |
| 12/11/2025 10:09:14 AM | short term up | 5 days later | -1.03% | -1.03% |
| 12/9/2025 10:56:25 PM | short term up | 5 days later | +0.43% | +0.43% |
| 12/9/2025 10:44:30 AM | short term sharp up | 5 days later | +0.43% | +0.65% |
| 12/9/2025 6:08:48 AM | medium term sharp up | 20 days later | -0.82% | -1.22% |
| 12/8/2025 7:49:51 AM | medium term cautious up | 20 days later | -1.67% | -0.84% |
| 12/4/2025 5:57:16 AM | short term down | 5 days later | +0.60% | -0.60% |
| 12/1/2025 5:28:31 AM | short term cautious down | 6 days later | +2.10% | -1.05% |
| 11/28/2025 12:53:14 PM | short term cautious up | 7 days later | +1.86% | +0.93% |
| 11/25/2025 8:46:35 PM | short term down | 5 days later | +2.45% | -2.45% |
| 11/25/2025 8:46:35 PM | medium term down | 20 days later | +3.78% | -3.78% |
| 11/18/2025 10:02:58 AM | short term down | 5 days later | -2.30% | +2.30% |
| 11/13/2025 1:46:53 PM | medium term cautious down | 20 days later | -0.96% | +0.48% |
| 11/12/2025 2:18:30 PM | short term cautious down | 5 days later | +0.27% | -0.13% |
| 11/12/2025 10:01:21 AM | short term sharp down | 5 days later | +0.27% | -0.40% |
| 11/12/2025 7:56:58 AM | short term sharp down | 5 days later | +0.27% | -0.40% |
| 11/11/2025 3:01:41 PM | short term cautious down | 5 days later | +1.67% | -0.84% |
| 11/6/2025 11:18:53 PM | short term down | 5 days later | -0.68% | +0.68% |
| 11/6/2025 2:13:19 PM | short term down | 5 days later | -0.68% | +0.68% |
| 11/4/2025 12:00:38 PM | short term cautious up | 5 days later | -1.13% | -0.57% |
| 10/21/2025 10:46:09 AM | medium term up | 20 days later | +4.22% | +4.22% |
| 10/8/2025 9:34:41 PM | short term cautious down | 5 days later | -3.04% | +1.52% |
| 10/2/2025 3:40:39 PM | short term cautious down | 5 days later | +0.24% | -0.12% |
| 10/2/2025 12:44:17 AM | short term down | 5 days later | +0.24% | -0.24% |
| 10/1/2025 10:52:02 AM | short term cautious down | 5 days later | +0.95% | -0.48% |
| 9/30/2025 7:44:54 AM | short term down | 5 days later | +1.36% | -1.36% |
| 9/26/2025 7:55:36 AM | short term cautious up | 7 days later | +0.51% | +0.25% |
| 9/26/2025 1:25:54 AM | short term cautious up | 7 days later | +0.51% | +0.25% |
| 9/19/2025 10:47:12 AM | short term up | 7 days later | -0.05% | -0.05% |
| 9/17/2025 10:11:21 AM | short term cautious down | 5 days later | +0.39% | -0.19% |
| 9/12/2025 7:15:05 AM | short term down | 7 days later | +2.70% | -2.70% |
| 9/11/2025 8:51:28 PM | short term cautious down | 5 days later | +0.37% | -0.18% |
| 9/10/2025 8:24:03 PM | short term cautious down | 5 days later | +0.37% | -0.19% |
| 9/5/2025 10:16:54 AM | short term down | 7 days later | -0.30% | +0.30% |
| 9/5/2025 8:47:44 AM | short term down | 7 days later | -0.30% | +0.30% |
| 9/5/2025 8:47:44 AM | short term down | 7 days later | -0.30% | +0.30% |
| 9/5/2025 7:27:44 AM | short term cautious down | 7 days later | -0.30% | +0.15% |
| 9/3/2025 7:42:12 PM | medium term sharp up | 20 days later | -0.69% | -1.04% |
| 8/29/2025 8:13:51 AM | medium term cautious down | 20 days later | -3.13% | +1.57% |
| 8/29/2025 8:13:51 AM | medium term sharp up | 20 days later | -3.13% | -4.70% |
| 8/28/2025 1:17:57 PM | short term cautious up | 5 days later | -0.38% | -0.19% |
| 8/28/2025 7:11:09 AM | medium term sharp up | 20 days later | -2.91% | -4.36% |
| 8/27/2025 10:15:27 AM | short term cautious up | 5 days later | +1.66% | +0.83% |
| 8/27/2025 6:53:39 AM | medium term cautious up | 20 days later | -3.11% | -1.56% |
| 8/27/2025 6:53:39 AM | medium term cautious up | 20 days later | -3.11% | -1.56% |
| 8/27/2025 2:10:17 AM | short term cautious down | 5 days later | +1.66% | -0.83% |
| 8/26/2025 7:44:57 AM | short term cautious down | 6 days later | +0.92% | -0.46% |
| 8/25/2025 12:19:20 PM | short term down | 7 days later | +0.45% | -0.45% |
| 8/20/2025 11:22:19 PM | short term cautious down | 5 days later | -1.66% | +0.83% |
| 8/20/2025 6:36:06 AM | short term cautious down | 5 days later | -1.66% | +0.83% |
| 8/19/2025 7:37:21 AM | short term cautious down | 5 days later | -0.49% | +0.24% |
| 8/19/2025 7:37:21 AM | short term cautious down | 5 days later | -0.49% | +0.24% |
| 8/19/2025 7:37:21 AM | medium term cautious down | 20 days later | -5.17% | +2.58% |
| 8/15/2025 10:20:21 AM | short term cautious up | 7 days later | -1.52% | -0.76% |
| 8/7/2025 6:34:17 PM | long term sharp up | 60 days later | -3.69% | -5.53% |
| 8/5/2025 10:44:07 AM | short term cautious down | 5 days later | +1.26% | -0.63% |
| 8/4/2025 10:45:50 AM | short term sharp down | 6 days later | +1.84% | -2.75% |
| 7/22/2025 6:22:47 PM | short term cautious down | 5 days later | +0.73% | -0.36% |
