NASDAQ16820▲ +1.2%DXY104.32▼ -0.4%US10Y4.21%VIX17.8OIL82.4GOLD2385FED TARGET3.50-3.75%EFFR3.64%IORB3.65%NASDAQ16820▲ +1.2%DXY104.32▼ -0.4%US10Y4.21%VIX17.8OIL82.4GOLD2385FED TARGET3.50-3.75%EFFR3.64%IORB3.65%

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#iran

3 posts · p1/1
MACROLATEST

Jun 02, 2026

Iran is playing Trump: The S&P Hasn't Noticed Yet

Bonds are quietly pricing the Hormuz risk premium. Equity markets are at all-time highs. Both cannot be right. One of them is trading on hope.

#iran#trump
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MACRO

May 27, 2026

The Hormuz Insurance Blockade: The actuarial mechanics that closed the strait before Iran could

The actuarial mechanics that closed the strait before Iran could

#iran#hormuz#oil
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MACRO

Apr 18, 2026

They are NOT HIDING, They are LURING Trump

The absence is the strongest signal.

#trump#iran
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