The Exploding Oil Price Freezes Wall Street at Record Levels and Drives Bond Yields Up, While Investors Hesitate Ahead of Key US Inflation Data on Wednesday – Brent Soars by Nearly 5%, TSMC Reinforces the AI Boom with a 45% Revenue Surge, While Gold Takes a Breather After the Strongest Weekly Gain Since January – Trump Prefers to Economically “Bleed” Iran Rather Than Strike Militarily, and the DAX Gives Back Its Daily Gains

USA & MACRO-ENVIRONMENT Wall Street Loses Momentum After its Record Run The S&P 500 is aimlessly hovering around its record high, after another rise in oil prices has put investors on edge. Due to the lack of an agreement to reopen the Strait of Hormuz, the North Sea crude Brent climbs to 85 USD – along with fears that higher energy costs may reignite inflation. This is reflected in the bond market: Treasury yields are rising, short-term securities are under pressure, and the US dollar strengthens against nearly all major currencies....