Lead: $72.16 — The Number That Cuts Against the Headline WTI crude closed the June 24 session at $72.16 a barrel, down 1.43% on the day. That single figure demands explanation. Iran’s war is in its 117th day. Negotiators are in open dispute over nuclear inspection terms. The Strait of Hormuz — through which more … Read more
WTI crude jumped 2.49% to $96.75 today while the 10-year Treasury yield spiked 6.5 basis points to 4.34%, yet the VIX dropped another 0.91% to 18.54. This isn’t a normal risk-off pattern—it’s the market pricing in sustained stagflation risk from a fundamentally altered energy supply picture. When oil rallies this hard alongside a yield surge … Read more
The first direct US-Iran negotiations since 1979 launched in Islamabad this week, creating a binary outcome scenario that could either unleash energy shocks exceeding $110 oil or provide the catalyst for a sustained growth stock rally. With 21% of global crude flowing through the Strait of Hormuz—Iran’s primary negotiating lever—this diplomatic pivot represents the most … Read more