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Why The Ceasefire Barely Changed Market Script
- Mark Zandi says markets largely expected Trump to escalate, then pivot once oil, rates, and stocks reacted badly.
- Even with a ceasefire, he sees oil resetting above pre-crisis levels because fees, insurance, and trader risk premiums likely persist.
How Geopolitics Erodes The Dollar And Safe Haven Status
- Zandi argues threats around Iran matter less as one-off shocks than as another step in U.S. deglobalization.
- He ties that erosion to rising Treasury yields during a risk-off event, suggesting U.S. safe-haven status is weakening.
Why Oil Shock Hits Groceries And Shipping Too
- Zandi uses a simple rule that every sustained $10 rise in oil adds about 25 cents to a gallon of regular gas.
- He says higher diesel and jet fuel spread beyond the pump into groceries, delivery surcharges, and airline pricing.