Aug. 5 at 11:58 AM
Morning Report | Hormuz deal chatter sinks crude, lifts duration bid
$TLT duration bid on de-escalation
$AMD AI guidance bar rises
$PLTR software demand re-rate
$LLY healthcare earnings upside
$EWG Rhine drought supply-chain friction
https://open.substack.com/pub/pickalpha/p/morning-report-hormuz-deal-chatter?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true