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"Something's Got To Give": Goldman Warns As Hormuz Hopes & Soaring Semis Lifts Bonds & Stocks (Again)
The correlation of SPX vs pretty much every other macro asset has broken down...
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3 prospettive sulla stessa storiaTimeline cronologica
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cryptobriefing.com
Equities climb on optimism over US-Iran deal to reopen Strait of Hormuz
Global equities rise and oil drops 5-6% on US-Iran Strait of Hormuz deal optimism. Bitcoin nears $82K as crypto tracks geopolitical risk sentiment.
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zerohedge.com
"Something's Got To Give": Goldman Warns As Hormuz Hopes & Soaring Semis Lifts Bonds & Stocks (Again)
The correlation of SPX vs pretty much every other macro asset has broken down...
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Shanghai, Straits, Semis, & Selling: Black Gold, Big-Tech, & Bonds Bifurcate
...stocks ignored oil's decline as 0-DTE traders dumped delta... again.
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'Peace-Off, Peace-On' Headline Roulette Leaves Oil & The Dollar Down; Stocks, Bonds, & Bullion Bid
...a 'squeezy dash for trash' in stocks, bonds bid on 'breakthrough' but oil shrugs.
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finews.com
The Shock Markets Chose to Shrug Off
As the Iran conflict escalated, the textbook response seemed clear: flight to safety, bonds up, equities down. Instead, stocks held firm, institutional capital returned to…
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Rampant Retail & Hormuz Hopes Spark Stocks Best Win-Streak Since 2023; Oil's Biggest Monthly Drop In A Year
April showers, May flowers... June gloom?