Tag:
oil shock
Americas
The Fed Decides at 2pm. The Dot Plot Decides the Rest of Your Quarter.
The Fed holds rates at 3.50-3.75% today but the dot plot could kill what's left of the 2026 rate cut trade. Oil above $100 is writing its own policy now.
Stocks
Oil at $80, Hormuz Shut, and the Only Currency That Doesn’t Care Is the One That Started It.
The US launched the strikes. The dollar is the biggest winner. EUR/USD pierced 1.16, USD/JPY hit 158, and the SNB is talking negative rates. The 2022 playbook.
