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Iran war risk driving oil and inflation fears

April 2, 2026The Kobeissi Letter, Peter Schiff, Joe Weisenthal

The Kobeissi Letter and Financelot emphasize chokepoint threats and energy-target strike planning, tying it to higher oil prices and rising inflation expectations.

We expect significant volatility ahead.
Stocks, bonds, gold, and Bitcoin are selling off, and oil is rallying as Trump re-escalates the war with Iran
Futures selling off now. Traders deciding they didn’t like what they heard
US oil prices surge above $103/barrel
TRUMP'S ADDRESS TO THE NATION TONIGHT ARE CAUSING FUTURES TO GO RED.
Oil-linked futures on Hyperliquid surge to $140 per barrel
TUESDAY WILL BE POWER PLANT DAY, AND BRIDGE DAY
RESOLUTION WOULD AUTHORIZE FORCE TO REOPEN HORMUZ STRAIT
TRUMP SAYS HE IDEALLY WILL TAKE IRANIAN OIL
Today marks day number 36 of the Iran War
we may lose another ~7 million barrels of daily oil supply
threatening to close the Bab al-Mandab Strait
protocol for safe passage through Strait of Hormuz
US oil prices extend gains to $115.50/barrel
Inflation expectations are rising
The Kobeissi Letter
Peter Schiff
Joe Weisenthal
amit
Jesse Cohen
*Walter Bloomberg
Dave Portnoy
Financelot
oilgeopoliticsinflation

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