PremiumTl;dr: Macro (tanker strikes & Trump threats trigger breakout in crude/real rates/USDJPY) and Micro (GOOGL sparked breakdown in the Hyperscalers and tech broadly, momo still bid) triggered mayhem in markets today. Rate-hike odds dragged TSY yields and the dollar higher, driving gold lower. Bitcoin tumbled along with tech.Oil
Hypershrinkers & Hormuz Hell: Oil Soars, Tech Wrecks, Rate-Hike Odds Rip
...Mag7's biggest loss since Liberation Day, Defense rips, Negative gamma, Brent tops $100, 30Y yields at 20 year highs, July rate-hike back in play...








