The creator discusses the impact of geopolitical events on oil prices and bond markets, noting that while oil prices have spiked, the futures curve suggests a temporary situation. He expresses a bullish view on long-term Treasury bonds, anticipating significant returns over the next year or two, especially in a hard economic landing scenario. He also notes that energy sector ETFs like XLE and IXC have underperformed recently and suspects they may continue to do so, while the S&P 500 has broken its 200-day moving average, which has historically been a bearish signal.
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Weekly Update with Larry Berman - April 4, 2026
Larry Berman OfficialApr 4, 2026
The creator discusses the impact of geopolitical events on oil prices and bond markets, noting that while oil prices have spiked, the futures curve suggests a temporary situation. He expresses a bullish view on long-term Treasury bonds, anticipating significant returns over the next year or two, especially in a hard economic landing scenario. He also notes that energy sector ETFs like XLE and IXC have underperformed recently and suspects they may continue to do so, while the S&P 500 has broken its 200-day moving average, which has historically been a bearish signal.
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