"Więc, biorąc to wszystko pod uwagę, myślę, że widzicie presję inflacyjną. Będzie narastać. Będzie się utrzymywać. Zobaczycie, jak ceny oleju napędowego, wszystkie te rzeczy będą rosły, w dużej mierze z tego powodu. Będzie drożej przez dłuższy czas." "So, with all of that, I think you're seeing inflationary pressures. They're going to mount. They're going to stay there. You're going to see diesel prices, all those things kind of rise um largely because of this. It's going to be higher for longer."

… Um, you know, I think even Trump mentioned Labor Day um in a recent interview. Um, we don't like what we're seeing. Israel clearly wants to continue to push this. Iran, I think, has been stringing us along. And the president, I think, is incredibly unlikely to risk more lives. So, I think we're kind of stuck in the status quo. So, with all of that, I think you're seeing inflationary pressures. They're going to mount. They're going to stay there. You're going to see diesel prices, all those things kind of rise um largely because of this. It's going to be higher for longer. I think that's going to impact yields. So, you're going to see bond yields go higher. All of which is kind of a headwind for risk assets. >> Uh interesting because uh Trump is saying that both Israel and Iran are looking for a ceasefire. >> Yeah, you know, I think he told them last week not to do anything and they did anyway. Um I think Iran is ve …

---