Arkea AM flags Brent above $89 as US-Iran strikes lift oil risk premium

• Arkea Asset Management flagged renewed geopolitical and trade tensions, lifting energy risk premiums while central banks kept pressure on yields.
• Brent jumped above USD 89, closing at USD 89.31, following US strikes on Iranian rocket launchers and Iran’s retaliation.
• Fed Chair Kevin Warsh struck a hawkish tone at Jackson Hole; markets priced a September hike at over 60% probability.
• US Treasury yields ended at 4.35% (2-year), 4.72% (10-year), 5.21% (30-year), with a +37 bp 2s10s spread.
• Euro zone inflation accelerated; markets expected a 25 bp ECB hike on Sept. 9, with the 10-year Bund at 3.28%.

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