Operation Sledgehammer: Iran War Reset, Oil Up, Stocks Off
Pentagon considers renaming Iran operation to Sledgehammer if ceasefire collapses. The desk’s read on oil, yields, dollar and stocks repricing today.
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Strait of Hormuz Reopens: Oil Crashes 7% as War Premium Unwinds
Strait of Hormuz reopens as Iran signals deal proximity. Brent dumps 7%, gold rips 3%. The desk decodes the cross-asset rotation in full detail.
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Trump Pauses Project Freedom: Oil Dumps, Gold Rallies, Dollar Cracks
Trump pauses Project Freedom. Oil dumps, gold rallies, dollar cracks, yields sharply lower. The KenMacro five-lens decode of the dovish tape and named levels to watch.
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Iran War Update 2026: Hormuz, Oil and What’s Next for Markets
Iran war update for 2026. Why the Hormuz blockade, $100 Brent and the stalled Islamabad talks are repricing oil, gold, the dollar and US equities now.
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Trump: War With Iran Is Close to Over. Here Is What Markets Are Pricing Right Now
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Iran Talks Return, Oil Drops, Dollar Weakens — Why Markets Are Repricing Again
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The Blockade and the Barrel: What US Naval Power Means for Oil, the Dollar, and Global Markets
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The Islamabad Talks Failed. Now the Market Has to Reprice
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