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Super Brief: The Bluff That Lasted One Day — Super Brief
The Bluff That Lasted One Day. Iran's Foreign Ministry declared Hormuz "completely open" Friday. The IRGC reversed it Saturday, announcing the Strait…
2 months ago
Brief: The Bluff That Broke
Iran declared the Strait of Hormuz "completely open," crashing oil 12% in a single session while the S&P closed at a fresh all-time high above 7,100.…
2 months, 1 week ago
Super Brief: The Bluff That Broke — Super Brief
The Bluff That Broke. Iran declared Hormuz "completely open" and oil crashed 12% in a single session, the sharpest decline since the March 2025 OPEC+…
2 months, 1 week ago
Brief: The Hollow High
S&P 500 hit a new all-time high in the fastest correction recovery since 1928, but only 12 stocks made new 52-week highs alongside it. The IEA chief …
2 months, 1 week ago
Super Brief: The Hollow High — Super Brief
The Hollow High. The S&P closed at 7,015 after recovering a 10% correction in 11 days, the fastest since 1928. Bespoke confirmed no prior instance of…
2 months, 1 week ago
Brief: Seven Thousand on a Promise
The S&P 500 closed above 7,000 for the first time while the IMF simultaneously cut global growth to 3.1% and warned the Iran war could trigger a glob…
2 months, 1 week ago
Super Brief: Seven Thousand on a Promise — Super Brief
Seven Thousand on a Promise. The S&P crossed 7,000 for the first time on the same day the IMF published its most cautious growth outlook since 2022, …
2 months, 1 week ago
Brief: The One-Channel Print
Core PPI came in at +0.1% month over month while headline pushed to 4.0% year over year on pure energy pass-through, giving the Fed cover to hold; Bl…
2 months, 1 week ago
Super Brief: The One-Channel Print — Super Brief
The One-Channel Print. March PPI printed 4.0% year over year, the highest since February 2023, but the real number was core at +0.1% monthly with ser…
2 months, 1 week ago
Brief: The Reluctant Hegemon
The US opened a naval blockade of the world's most important oil chokepoint and the dollar fell. Ten-year yields ended flat on a day crude gapped eig…
2 months, 1 week ago