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Commodities

Vietnam Has 20 Days of Fuel Left. The Philippines Sources 96% of Its Oil from the Gulf. The Strait Is Still Closed.

Stocks

The S&P Hit a 2026 Low. The Equal-Weight Version Is Up 3%. Those Are Two Very Different Stories.

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The IEA Released 400 Million Barrels. Gulf Producers Cut 6.7 Million Per Day. The Math Doesn’t Work.

US CPI Holds at 2.4% in February as Oil Shock Rewrites the Inflation Outlook

Japan’s GDP Just Crushed Every Forecast. The Yen Is Still Getting Destroyed.

Germany Is Borrowing €174 Billion in a Single Year. The Factories Just Started Responding.

The S&P Hit a 2026 Low. The Equal-Weight Version Is Up 3%. Those Are Two Very Different Stories.

The Market Spent Two Weeks Watching Oil. Samsung and SK Hynix Have a Helium Problem.

A Melbourne Startup Taught 200,000 Human Brain Cells to Play Doom. It Took a Week.

Fertiliser Stocks Are the New Oil Trade. The Strait of Hormuz Doesn’t Just Move Crude.

DXY Topped 100. The Dollar Isn’t Strong. It’s Just the Last Man Standing.

EUR/USD Is Caught Between Two Forces That Never Usually Move Together

The Yen Lost Its Safe-Haven Status in a Week. Japan Has Three Weeks of Gas Left.

Markets Open in Hours and Nobody Knows the Price of Oil. Khamenei Is Dead and Monday Will Reprice Everything.

The S&P 500 Just Had Its Worst Session of the Year. Bitcoin Is at a Weekly High.

The DOJ Is Investigating Binance for Iran. Binance’s Response Was to Sue the Newspaper That Broke the Story.

The 20 Millionth Bitcoin Was Mined Yesterday. There Are Only 1 Million Left. They’ll Take 114 Years.

Pakistan Just Gave 40 Million Crypto Users a Legal Framework. The Real Target Is $38 Billion in Remittances.

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Vietnam Has 20 Days of Fuel Left. The Philippines Sources 96% of Its Oil from the Gulf. The Strait Is Still Closed.

The S&P Hit a 2026 Low. The Equal-Weight Version Is Up 3%. Those Are Two Very Different Stories.

DXY Topped 100. The Dollar Isn’t Strong. It’s Just the Last Man Standing.