Miner Company
This Week's Market Wrap: Cash Me On The Sidelines
Oil Shock Repriced Everything: The closure of the Strait of Hormuz and direct attacks on Middle East energy infrastructure drove crude toward $100+, injecting inflation risk back into markets and dominating price action across asset classes. The Fed's Cut Narrative Cracked: After three rate cuts since September, expectations for continued easing were disrupted as hotter inflation data and rising oil forced markets to reassess timing, pushing yields and the dollar higher.
Oil Shock Repriced Everything: The closure of the Strait of Hormuz and direct attacks on Middle East energy infrastructure drove crude toward $100+, injecting inflation risk back into markets and dominating price action across asset classes. The Fed's Cut Narrative Cracked: After three rate cuts since September, expectations for continued easing were disrupted as hotter inflation data and rising oil forced markets to reassess timing, pushing yields and the dollar higher.