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Jeff Mortimer: Volatility Hits as Jobs, Oil, and Geopolitics Collide

9 min8 juni 2026

Jeff Mortimer, CIO of Elyxium, breaks down recent market volatility, tying the sell-off to strong labor data, geopolitical tensions, and rising oil prices. He urges investors to rebalance, take profits, and rotate into lagging areas. He also highlights election cycle seasonality and the role of oil in shaping inflation and Fed policy.


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