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The Credit Market Lens: Oil Supply Shocks Don’t Age Well
The Middle East ceasefire sparked a relief rally last week as markets dialed back the risk of a deep, drawn‑out oil supply shock. Stocks have already erased much of the post-conflict drop. Bonds haven’t gotten the memo: Yields are still elevated, keeping a bit of extra term premium on the table. That gap is telling. Bond investors are still pricing a messier growth‑inflation mix than the pre‑conflict baseline. And crude isn’t exactly flashing “all clear,” either, with spot prices still near $100 a barrel as of this writing. History is blunt on this point: It’s not the oil spike that breaks risk appetite, ... (full story)
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From @DeItaone|Apr 13, 2026|42 commentsTRUMP: WE'VE BEEN CALLED BY THE OTHER SIDE AND THEY WANT TO MAKE A DEAL VERY BADLY Trump: If Iran doesn't agree to no nuclear weapons, no deal. *TRUMP: COULD RESOLVE IRAN BEFORE TANKERS GET TO THE US Trump on nations that will help with Hormuz: Details tomorrow. *TRUMP: NO FIGHTING, IRAN DOING NO BUSINESS *TRUMP: NOW IRAN IS DOING NO BUSINESS, WILL KEEP IT THAT WAY
From @realDonaldTrump|Apr 13, 2026|34 comments
34 Ships went through the Strait of Hormuz yesterday, which is by far the highest number since this foolish closure began. President DONALD J. TRUMP
From cruxinvestor.com|Apr 13, 2026The US-Iran ceasefire that took effect in early 2025 triggered a rapid repricing of risk across commodity markets. Reduced geopolitical pressure contributed to softer oil prices, ...
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From canadianminingjournal.com|Apr 13, 2026The U.S.-Iran war may shave as much as 0.7% off the global economy and push gold prices higher as investors focus on a swelling U.S. deficit and a weaker dollar, according to Red ...
From @FirstSquawk|Apr 13, 2026|59 commentsUS OFFICIALS: MEDIATORS WORKING VIGOROUSLY TO RESTORE WASHINGTON-TEHRAN TALKS TO COURSE - ABC A U.S. official says engagement between Washington and Tehran is ongoing, with continued movement toward a potential agreement. - FOX
From kitco.com|Apr 13, 2026Gold used to be a good hedge against market pullbacks, but that's no longer the case, and the yellow metal now qualifies as a high-beta asset – one that actually magnifies rather ...
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- Apr 13, 2026 12:12pm Posted byFundamental Analysis2,854
