Market Overview As we write, US forces have completed their ninth consecutive night of strikes on Iran. What began as retaliation for attacks on commercial shipping has widened into something far bigger. CENTCOM is now hitting bridges, railways, tunnels, airports and desalination plants across southern Iran, in what analysts describe as an attempt to isolate […]
May. And suddenly the deal that was never supposed to happen might actually happen. And the Clarity bill that was stuck in Senate gridlock just broke free. The CLARITY Act cleared the Senate Banking Committee on May 14 in a 15 to 9 bipartisan vote. We called this. Last month’s report flagged mid to late […]
April 2026 closed with the Iran conflict still unresolved, the Strait of Hormuz effectively shut again, and Brent crude pushing past $110 per barrel. Pump prices crossed $6 a gallon in the US and held there. The Trump playbook of cheap oil leading to rate cuts leading to midterm wins has been overtaken by events, […]
