← Cascade Narratives

> Convergent Oil Risk Premia Sustain Brent Above $85 and Feed US Inflation

↑ EscalatingactiveMilitary & DefenseGeopoliticsEconomicsmiddle eastnorth america
64%

Persistent Gulf and Red Sea kinetic tempo keeps Brent structurally elevated above $85, transmitting into sticky US inflation and long-end yields.

// Cascade Logic

Iranian Gulf strikes + Red Sea kinetic tempo → sustained oil risk premium → Brent above $85 for six months → sticky US CPI and long-end curve pressure.