The Black Box

[michalel97123]

Oil markets are reacting to iran as if sanctions/oil cut off and war was both imminent and inevitable. If that talk moves to the backburner for a few months, oil comes down hard and market goes up hard. During that period it looks like bernanke will pause, so even if rates rise again later in the year, it will be because of a strenghtening, not weakening economy. The pieces are all in place.