macro
Iran and the U.S. crossed a new line today: attacking actual oil production facilities instead of just transport infrastructure. The market's response tells you everything about how unprepared it was for this escalation.
macro
WTI crude spiked above $99 today as Iran escalated beyond infrastructure to target actual oil production. The Fed meets tomorrow with markets pricing rate hikes to fight supply-driven inflation.
macro
Crude opened at $104 per barrel and closed below Friday's levels. The Strait of Hormuz remains blocked. Kuwait's production collapsed. Treasury Secretary Bessent says oil concerns are overblown. These facts do not reconcile.
macro
Brent closed Friday at the second-largest two-week spike since futures began trading. The Fed now faces a 1970s-style dilemma with no clean solution.
macro
Brent closed just above $100 after the U.S. bombed Iran's largest oil export terminal. Markets barely flinched. Either the most sophisticated intervention in history is keeping prices calm, or we're about to learn what 20% of global oil transit disappearing actually costs.
macro
The Strait of Hormuz has been closed for approximately two weeks. Goldman has revised their reopening timeline three times in nine days. The gap between those two facts is your weekend.
macro
Brent crude is up 70% year-to-date. The Strait of Hormuz has been closed for approximately two weeks. Your gas price has risen five cents daily for the past week.
macro
The Strait of Hormuz entered its thirteenth day of closure today. Iran's new Supreme Leader made it clear this isn't ending soon. The market's five-month party just ended.
macro
Iran's new Supreme Leader just made his position clear: the blockade continues indefinitely. Markets are slowly realizing this isn't a disruption—it's a siege.
macro
Oil war just hit your wallet: gas up 13% in a week means $25-35 extra monthly at the pump, plus food and heating costs rising on the lag. Your $500K retirement account is already down $20K.
macro
Oil above $90 means gas hits $3.80-$4.00 within weeks, costing your household an extra $144-$240 yearly. Meanwhile, fertilizer spikes are about to make groceries 3-5% pricier, your mortgage stays locked near 7%, and your 401(k) faces a potential $50,000 hit.
macro
A deleted tweet just moved oil $25 per barrel—your gas bill is about to follow, jumping 60 to 80 cents per gallon within two weeks while your grocery and heating costs spike alongside it.