Oil Falls 4% and Stocks Surge on Trump's Unconfirmed Iran Deal
Markets rallied on a deal that doesn't exist in writing, and the gap between tweet and treaty is now a trading strategy.
Economy
US Producer Prices Post Biggest Jump Since 2022 on Energy Costs
Producer prices jumped the most since 2022 as energy costs feed through to the real economy, making the Hormuz closure an inflation story.
Buffett Issues Eight-Word Market Warning as Rally Builds
Buffett warned about the rally in eight words — when the world's most famous investor speaks in shorthand, the market listens.
Qatar LNG Exports Drop 20 Percent as Hormuz Closure Bites Harder
Qatar's LNG exports fell 20 percent since January — the Hormuz closure is now an energy supply crisis, not just a shipping disruption.
Morgan Stanley Projects AI Bond Issuance Will Double to 570 Billion
AI bond issuance will hit $570 billion this year — the infrastructure sprint is now a debt story, and debt has to be repaid.
Iran Economy Losing $435 Million Daily From War
Iran's economy is losing $435M per day — the war's economic toll is quantifiable, and it is accelerating.
IEA Names Hormuz Closure Largest Supply Disruption on Record
The IEA declared the Hormuz closure the largest supply disruption on record — energy markets just got a historical benchmark.