Jul. 20 at 11:35 AM
Morning Report | Hormuz risk premium jolts oil, revives inflation trade
$TSM capex hike, US buildout
$HUT data-center leasing, capacity pinch
$JETS oil spike pressure airlines
$KARS CPCA 2026 forecast -14% y/y
$EWU UK government formation, fiscal rules
https://open.substack.com/pub/pickalpha/p/morning-report-hormuz-risk-premium-f2a?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true