Jim Cramer, The Kobeissi Letter, and Jim Bianco link stocks falling to oil and rates rising, while Kobeissi models higher CPI if $100 oil persists and tracks gasoline jumping since the Iran War began.
We unpacked the macro chaos: energy hits spiking oil, dollar reserve worries, Fed stuck in stagflation mode… plus Bitcoin’s huge moment.
Due to fear of inflation due to war and oil spiking (potential increase in interest rates), BONDS $tlt are being purchased with #BTC and metals pulling back
Housing demand completely cooked
Gas national average over $4.25
Gold, bonds, and bitcoin are the truth tellers of financial markets.
“Oil up, rates up, stocks down.”
“US oil prices surge above $97/barrel as the market prices out peace talks in the Iran War.”
“As US oil prices rise above $100/barrel... US CPI inflation will rise to ~3.3%.”
“US gas prices are now up +$1.00/gallon since the Iran War began”
“When Trump announced a delay... crude oil futures immediately fell 10%.”
This finding is one of many signals tracked across Stock Market. The live feed updates every few hours with new expert voices, debates, and emerging ideas.
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