🛢️ Brent crude just ripped past $92—highest since late July
Trump claims US has "total control" over Strait of Hormuz. Says Iran wants a deal but not on his terms.
Oil pumping = risk-on assets bleeding. Watch how this plays into Fed rate expectations and liquidity flows. Macro headwinds stacking up.
If oil holds above $90, expect rotation out of growth/tech into energy plays. DXY strength incoming. Crypto correlation to Nasdaq means we might see chop or downside pressure short-term.
Stay liquid. Geopolitics > fundamentals rn.
Trump claims US has "total control" over Strait of Hormuz. Says Iran wants a deal but not on his terms.
Oil pumping = risk-on assets bleeding. Watch how this plays into Fed rate expectations and liquidity flows. Macro headwinds stacking up.
If oil holds above $90, expect rotation out of growth/tech into energy plays. DXY strength incoming. Crypto correlation to Nasdaq means we might see chop or downside pressure short-term.
Stay liquid. Geopolitics > fundamentals rn.