Trump just announced strikes on Iranian targets near the Strait of Hormuz and warned Iran not to hit back.
Brent crude is pushing $95/barrel.
The Strait handles about 20% of global oil supply. Any escalation here and energy prices spike fast. Watch how this plays out over the next 48 hours—oil markets are already pricing in risk premium.
If this tensions up further, expect ripple effects across inflation data, Fed rate expectations, and energy sector rotation. Not the time to ignore geopolitics.
Brent crude is pushing $95/barrel.
The Strait handles about 20% of global oil supply. Any escalation here and energy prices spike fast. Watch how this plays out over the next 48 hours—oil markets are already pricing in risk premium.
If this tensions up further, expect ripple effects across inflation data, Fed rate expectations, and energy sector rotation. Not the time to ignore geopolitics.
