Walter Bloomberg and Kalshi highlight Trump signaling a near-term Iran exit and openness to ending the war even if Hormuz stays closed, while Financelot and Charlie Bilello warn energy and fertilizer disruptions could worsen inflation.
Saudi Arabia’s crucial East-West pipeline that circumvents the Strait of Hormuz is pumping oil at its full capacity of 7 million barrels a day
Polish PM Donald Tusk says there may be a Middle East 'escalation in coming days'
Pentagon prepares for weeks of ground operations in Iran - Washington Post
We don’t need the Strait of Hormuz to open.
Choices: 1. Let 10y UST yields spike, hitting stocks, housing, & economy.
TRUMP: US WILL LEAVE IRAN WITHIN 2 OR 3 WEEKS
Trump reportedly willing to end the Iran war even if Strait of Hormuz remains closed
TRUMP OPEN TO ENDING WAR WITHOUT REOPENING HORMUZ
About a third of global fertilizer supply passes through the Strait of Hormuz
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