$BTC When we receive data about the U.S. economy, oil prices remain high, with WTI crude trading at $112 per barrel, one of the highest levels in decades. This price nearly reaches the levels seen during the 2008 financial crisis.

If this price level persists, it will have a greater impact on future inflation indicators, including the CPI. We have not yet seen these geopolitical developments reflected in upcoming economic and inflation data.
Positive economic data, such as low unemployment rates, combined with high oil prices, currently pose the greatest threat to asset markets. On the other hand, weak economic data coupled with sustained high oil prices present a slightly better situation for the asset markets.
Ultimately, if oil prices continue to rise, we will see unemployment increase and growth slow down due to reduced demand and consumption. This could eventually slow inflation, providing the Federal Reserve with an opportunity to intervene in the market.
However, this is more likely to happen in the medium to long term, as in the short term, inflation remains a priority, especially when the economy remains strong. Nonetheless, we will position ourselves before any market intervention is announced by the Federal Reserve, as by then, the market may have already partially priced in the news.