2 ideas from this batch

Inflation cools off, rate-hike bets collapse — long Treasury bonds

Markets were pricing in a high probability of a Fed rate hike, which had pressured bond prices lower as traders positioned for tighter policy. The unexpected drop in consumer prices caught many of those traders off guard, forcing them to bu

Oil spikes as US blocks Iran ships and tankers get hit — momentum play on energy stocks

The US reinstating a naval blockade on the Strait of Hormuz creates a direct supply threat to about 20% of the world's daily oil flow. When Iran actively retaliates by hitting tankers, the geopolitical risk premium on crude expands rapidly.