oil

Hormuz Strait Blockade Triggers Oil Rally and Rate Spike

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Trump’s declaration of a Hormuz Strait blockade following failed US-Iran negotiations has unleashed a dual shock across global markets: oil prices surging to $96.57 per barrel and US 10-year yields spiking 56 basis points to 4.32%. This isn’t just another geopolitical headline—it’s a fundamental shift in the inflation-growth-policy equation that demands immediate portfolio attention. The … Read more

Iran’s Strait Threat Pushes Oil to $100 as VIX Explodes

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The Oil Weapon Returns: Why $100 Crude Changes Everything Iran just weaponized the world’s most critical oil chokepoint. With WTI crude at $98.67 and climbing, the Islamic Republic’s threat to “completely blockade” the Strait of Hormuz if its power plants are targeted isn’t empty rhetoric—it’s a credible economic warfare scenario that markets are pricing in … Read more