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The Relief Trade Nobody Trusts

Apr 14, 2026

The Relief Trade Nobody Trusts

Futures rebound on Iran diplomacy whispers. Both THOR systems stay parked in cash.

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Diplomacy Failed

Apr 13, 2026

Diplomacy Failed

Hormuz blockade in effect. Energy repricing underway.

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It's Masters Sunday and Nothing Signed

Apr 12, 2026

It's Masters Sunday and Nothing Signed

Markets rallied 3.6% on ceasefire hopes. Iran hasn't agreed to anything yet.

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3.4% CPI and Oil's Biggest Drop Since 2020

Apr 10, 2026

3.4% CPI and Oil's Biggest Drop Since 2020

Inflation expectations jump a full percentage point while Vance sits down with Iran in Islamabad

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The Ceasefire's Fine Print

Apr 9, 2026

The Ceasefire's Fine Print

Hormuz toll demands, a 50% tariff threat, and Core PCE all land the same morning

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The Ceasefire Gap and $96 Oil

Apr 8, 2026

The Ceasefire Gap and $96 Oil

Inflation expectations jump a full percentage point while Vance sits down with Iran in Islamabad

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