Trump doubled down on reopening Hormuz amid rising tensions.
BOJ’s rate outlook is turning murky amid ongoing war uncertainty.
Trump’s Iran threats pushed Treasury yields higher on fresh inflation fears.
Global stocks rebounded on hopes of de-escalation, capping a weak month.
Oil pulled back on signs that the U.S. may wind down the war without Hormuz disruption.
Trump said Iran is backing down while floating the idea of seizing oil.
Investors are rotating back into cash, stepping away from stocks and bonds.
AI and energy could keep inflation elevated for decades, IFM warns.
Oil surged back above $104 as Iran tensions escalated.
Fed’s Goolsbee said a rate hike is still on the table.
Goldman raised oil forecasts after what it calls a record supply shock.
WTI crude slipped as the U.S. and Israel tried to cool Iran war fears.
