Sep. 2 at 2:14 PM
Morning Report | Hormuz mine incidents keep WTI >
$90, duration selloff tightens conditions
$XLE crude risk premium elevated
$TLT 10Y ~4.81% pressure
$MBB mortgage rates jump, spreads wider
$DELL guidance reset dents AI-infra
$FXC BoC decision, tariff noise
https://open.substack.com/pub/pickalpha/p/morning-report-hormuz-mine-incidents?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true