Franklin Templeton's Eid on Oil & Credit Spreads

The transcript discusses the impact of Iranian oil on global oil prices, with Deutsche Bank and Goldman Sachs providing differing forecasts. It also covers sovereign debt and inflation trends, highlighting a recent CPI report. The correlation between oil prices and credit spreads is examined, noting the non-linear relationship and potential impacts on risk assets. Finally, the discussion shifts to market growth, dollar stability, and issuance trends, with a focus on corporate and sovereign issuance in emerging markets.

What are the concerns raised by Deutsche Bank regarding the oil market?

What price does Goldman Sachs predict for oil, and under what conditions?

What factors are expected to influence the timeline for Iranian oil production to return to 3,000,000 barrels?

How do spot prices relate to the expected production levels of oil?

What long-term trends are expected to limit oil prices according to the analysis?

What is the relationship between oil prices and credit spreads as discussed in the text?

What are the expectations regarding sovereign issuance in the current market?