May. 27 at 1:24 PM
Morning Report | Hormuz risk premium whips crude, rates; AI bid holds
$USO Hormuz risk premium swings ·
$IEF Flight-to-quality bid returns ·
$NVDA Taiwan expansion fuels AI trade ·
$MU HBM tightness re-rates memory ·
$FXI Industrial profits jump, upstream leads
https://open.substack.com/pub/pickalpha/p/morning-report-hormuz-risk-premium-d3a?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true