Oil just grabbed the steering wheel again. One weekend of headlines out of the Strait of Hormuz, and suddenly everyone who was trading chips and AI multiples is back to watching Brent ticks and gasoline […]
Oil has moved back above the market’s comfort zone, and the S&P 500 is being forced to reprice its inflation exposure in real time. A renewed geopolitical premium linked to Iran has collided with a […]
The S&P 500’s latest record came with a paradox: euphoric AI flows on one side, and a fresh oil shock from Middle East tensions on the other. That tug-of-war will shape how equity investors navigate […]
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