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Stock Market RIPS, Fed drama, & Iran update | ZFS 62
Episode 62
Published 4 weeks, 1 day ago
Description
The stock market is ripping, but the stuff that actually hits your life is still up. Gas, crude, fertilizer. None of it is back to pre war levels, yet the S&P is flirting with 7000. That disconnect is the point of this episode.
We break down the Iran update through the only lens that matters, oil and shipping, including the Strait of Hormuz noise, the China angle, and why the narrative keeps changing depending on the day.
Then we pivot to the Fed drama nobody is covering enough. Powell’s clock is ticking, the budget fight is being weaponized, the next chair is in limbo, and the bigger question is what happens if they try to force lower rates.