đ Equity futs down
đ VIX and oil futs up.
Saudi EastâWest pipeline (shut after Fri drone hits) needs to restart within days or Yanbu stocks run dry â up to ~4% of global oil supply at risk.
Repair estimates run days to 5â6 weeks.
That re-opens the oil â inflation â yields â equities discount-rate loop Fridayâs oil dip had briefly eased.
FOMC decision this week â°
đ VIX and oil futs up.
Saudi EastâWest pipeline (shut after Fri drone hits) needs to restart within days or Yanbu stocks run dry â up to ~4% of global oil supply at risk.
Repair estimates run days to 5â6 weeks.
That re-opens the oil â inflation â yields â equities discount-rate loop Fridayâs oil dip had briefly eased.
FOMC decision this week â°
