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5 hours ago

Hypershrinkers & Hormuz Hell: Oil Soars, Tech Wrecks, Rate-Hike Odds Rip

Hypershrinkers & Hormuz Hell: Oil Soars, Tech Wrecks, Rate-Hike Odds Rip

Tl;dr: Macro (tanker strikes & Trump threats trigger breakout in crude/real rates/USDJPY) and Micro (GOOGL sparked breakdown in the Hyperscalers and tech broadly, momo still bid) triggered mayhem in markets today. Rate-hike odds dragged TSY yields... Read more.

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