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[BUSINESS] · Germany, United States, Japan, Switzerland · 15 sources

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Global markets react to rising oil prices and ECB interest rate hikes

Global financial markets are reacting to rising energy costs and central bank policy shifts. Brent crude oil prices have surged above 100 US dollars per barrel, driven by geopolitical tensions in the Middle East, including conflicts involving the Houthi militia and attacks on tankers in the Strait of Hormuz. This spike in energy costs has fueled inflation fears, impacting bond markets worldwide.

In Europe, the European Central Bank (ECB) raised its deposit facility rate to 2.5 percent, marking its second hike of the year. This move aims to combat persistent inflation, which is expected to remain above the 2 percent target for an extended period. Consequently, 10-year German Bund yields have climbed to levels not seen since 2008/2009, reaching approximately 3.5 percent.

In the United States, Treasury yields have also risen sharply. The 10-year Treasury yield approached 4.977 percent, while the 30-year yield reached 5.36 percent, its highest level since 2004. Markets are now closely monitoring upcoming US inflation data for August, with analysts expecting the annual rate to hold at 3.4 percent. This data will be critical for the Federal Reserve's upcoming interest rate decision.

Equity markets have shown mixed results. The German DAX has attempted to stabilize following recent volatility, while the Swiss SMI and Zurich-based stocks have seen some gains despite broader economic uncertainty. Meanwhile, the Japanese Yen remains under pressure as markets weigh the Bank of Japan's potential policy normalization against US interest rate differentials.

Entities

Brent crude · DAX · Deutsche Börse AG · European Central Bank · Federal Reserve · Houthi militia · SMI

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