WTI Oil
- The Hormuz Premium Meets the Bottoming Thesis: Who Blinks First?
S&P futures up 1.2%, KOSPI surges 2.1%, but WTI at $92 and IMF recession warnings keep the bull case on a short leash.
- Tech Dispersion, $92 Oil, and a Globe That's Bullish — Wall Street Wakes Up Confused
KOSPI +2.7%, STOXX +1.4%, Mag7 surging — but $92 WTI, record-low consumer sentiment, and Hormuz fears keep bulls honest.
- Oil at $104, AI Bulls Undeterred: Two Narratives Enter, One Market Opens
WTI surges 7.8% past $104 on Hormuz fears as Mag7 AI bulls hold firm. S&P flat, NASDAQ +0.35%. Which narrative wins at the open?
- Oil at $99, Goldman Calling Generational Lows, and Tesla on Deck: Pick Your Narrative
WTI surges to $99 on Iran war premium, Goldman calls tech a generational buy, and Tesla reports after close. Two narratives, one session.
- Oil Craters $20, Asia Rips — The Strait Fear Trade Just Unwound
WTI crashes 17% overnight as Hormuz tensions ease. Asia surges. But gold hits $4,810 and the inflation narrative isn't dead yet. US open preview.
- Oil at $111, Iran at the Strait, and a Jobs Report That Broke the Fed's Heart
WTI surges 11% on Iran/Hormuz fears, March jobs smash expectations, and Fed cut hopes take a hit. Here's what Monday's open looks like.