šØ Iran just hit a U.S.-contracted vessel near Strait of Hormuz
This is the energy chokepoint that matters. 20% of global oil flows through here.
If this escalates:
ā¢ Oil spikes
ā¢ Inflation narrative returns
ā¢ Risk-off across markets
ā¢ Fed pivot dreams die
Watch $WTI and global macro closely. Geopolitical tail risks are back on the table.
This is the energy chokepoint that matters. 20% of global oil flows through here.
If this escalates:
ā¢ Oil spikes
ā¢ Inflation narrative returns
ā¢ Risk-off across markets
ā¢ Fed pivot dreams die
Watch $WTI and global macro closely. Geopolitical tail risks are back on the table.