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A 15-POINT PLAN AND A MARKET HOLDING ITS BREATH

Good afternoon, A four-week war, a 15-point peace proposal, and oil briefly back below $100. Markets are catching their breath, with futures pointing higher on cautious optimism that the US-Iran conflict may be nearing resolution. The Fed remains on hold at 3.50–3.75%, and Treasury yields keep climbing.

WHY OIL IS SPIKING WHILE MARKETS STUMBLE

Good afternoon, If you are holding oil, you are having a fantastic week. If you are holding almost anything else, it is a morning for damage control. American equities took a severe beating as investors digested a brutal combination of spiking crude prices and softer employment data. Getting started. The