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Apr 14, 2026
Futures rebound on Iran diplomacy whispers. Both THOR systems stay parked in cash.
Apr 13, 2026
Hormuz blockade in effect. Energy repricing underway.
Apr 12, 2026
Markets rallied 3.6% on ceasefire hopes. Iran hasn't agreed to anything yet.
Apr 10, 2026
Inflation expectations jump a full percentage point while Vance sits down with Iran in Islamabad
Apr 9, 2026
Hormuz toll demands, a 50% tariff threat, and Core PCE all land the same morning
Apr 8, 2026