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TIME	CATEGORY	TITLE	↗
JUL 6	Commodities	Trump: Iran deal or war – commodity markets rattled	⟶
JUL 5	FX	Yen at 40-Year Low: Japan Walks a Tightrope	⟶
JUL 5	Commodities	OPEC+ opens the taps again: Hormuz reopening pushes oil prices lower	⟶
JUL 4	Commodities	EU bought less American LNG – threatening the trade deal	⟶
JUL 4	Macro	Three bombs that could crush the Trump rally in the second half of the year	⟶
JUL 4	Commodities	The US's largest power grid orders emergency cuts to prevent blackouts	⟶
JUL 3	Macro	Trump's Allies Target Fed Governors: Aiming to Reshape the Central Bank	⟶
JUL 2	Commodities	Oil prices fall on progress in US-Iran negotiations	⟶
JUN 29	Equities	Nasdaq breaks five-day losing streak — tech stocks surge on easing geopolitical tensions	⟶
JUN 29	Commodities	Strait of Hormuz tightens: Tanker traffic slows after US-Iran strikes	⟶
JUN 28	Commodities	China sets its sights on Iranian oil after the war	⟶
JUN 27	Equities	Investors flee tech: Real estate stocks take over	⟶
JUN 26	Commodities	Iraq threatens OPEC exit — EU flies to Baghdad	⟶
JUN 26	Commodities	UN halts evacuation operations in Hormuz following attack on vessel	⟶
JUN 25	Crypto	Bitcoin crashes below $60,000: Dollar strengthens, miner alarm flashing red	⟶
JUN 25	Macro	Monthly mortgage payments are $600 more than five years ago	⟶
JUN 23	Commodities	IMO evacuates hundreds of vessels from Hormuz — floating mines block normal passage	⟶
JUN 20	Commodities	US and Iran to Meet in Switzerland: Could Nuclear Talks Reshape the Oil Market?	⟶
JUN 19	Macro	Iran deal drives mortgage rates lower and moves markets	⟶
JUN 19	Commodities	Hormuz traffic grinds to a halt: Iran negotiations collapse	⟶
JUN 19	Commodities	Peace deal could unlock $60 billion in oil revenues for Iran	⟶
JUN 18	Commodities	Europe's nuclear renaissance: AI giants fire up the reactors	⟶
JUN 17	Macro	Iran draws a red line: Attack Lebanon – and the deal is off	⟶
JUN 17	Crypto	Crypto braces for Warsh's first FOMC meeting	⟶

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