Opinionated, data-backed coverage across all asset classes

US strikes on Iran and suspension of oil licenses sent Brent up 6%. The dollar rallied as safe-haven demand rose and the market priced in a higher chance of two Fed rate hikes in 2026.

Oil spikes 8% after Trump says the Iran MOU is over and he won't engage. Hawkish repricing hits rates and the dollar as risk-off sweeps FX and equities.

EOG shares fell 5.5% since a Hold rating; now an analyst upgrades to Buy at 5.5x EBITDA. The upgrade hinges on crude staying above the $55-60 level built into the stock.