Iran Ceasefire: Dow Jumps 1,000 Points as Oil Crashes 11%
Iran’s ceasefire and Strait of Hormuz reopening sent the Dow up 1,088 points and oil crashing 11% — one of Wall Street’s fastest recoveries in years.
oil prices
Fed Rate-Cut Odds Hit 40% as Iran Peace Talks Ease Oil Fears
Money markets repriced Fed rate-cut odds from below 10% to 40% as US-Iran peace talk optimism sent oil prices lower. Here is what bond investors need to know.
Oil at $100, Credit Markets on Watch: What Corporate Bonds Reveal
WTI crude surged above $100 after Iran ceasefire talks collapsed. Here is what corporate bond spreads reveal that equity markets may be missing.
Brent Crude at $120: Implications for Inflation and the Fed
Brent crude topped $120 as the US-Iran ceasefire shows cracks. What a sustained oil shock means for inflation, Fed rate cuts, and global markets.
Fed Minutes: Rate Cut Still on Table Despite Iran War Inflation
April FOMC minutes reveal Fed officials still expect a rate cut in 2026, even as the Iran war keeps Brent crude above $120 and stokes inflation fears.
Oil Crashed 15% in One Session. Here Are the Winners.
Crude oil posted its sharpest single-session drop in years as a ceasefire dissolved the war premium. Airlines, cruise lines, and consumers stand to gain.
The Oil Market Isn’t Buying Trump’s Iran Deadline
WTI crude is up less than 1% with Trump threatening to bomb Iran’s infrastructure in under 24 hours. The market is saying something. Here’s what it is.
Wall Street Sent an Analyst to Hormuz. The Strait Isn’t What Markets Think.
A boutique research firm dispatched an analyst to Oman’s Musandam Peninsula to watch tankers firsthand. What they found blows up the binary narrative markets have been trading on — and has major implications for oil positioning.
Wall Street Bet on Iran Peace. Trump Said ‘Not Good Enough.’
The S&P 500 just posted its fourth consecutive winning session on hopes of an Iran ceasefire. Then Trump called the proposal ‘not good enough.’ Here’s what the market got wrong — and what happens next.
IEA Tapped 400M Barrels. Birol Says It Won’t Be Enough.
The world’s emergency oil stockpile just absorbed its biggest drawdown in history. Now the IEA chief is eyeing round two — because April is going to be worse.