Jun. 15 at 11:36 AM
Morning Report | Hormuz reopening MoU talk, oil risk premium compresses
$USO Hormuz MoU, risk premium fades
$AMZN Anthropic Fable 5 export halt
$LVMUY 100% wine tariff threat, 3% DST
$UUP mBridge rollout, dollar rails questioned
$BNO Shadow-fleet tanker seized, shipping risk bid
https://open.substack.com/pub/pickalpha/p/morning-report-hormuz-reopening-mou?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true