Now Overheating 3M Overheating 6M Late cycle 1Y Late cycle
CPI 3.4% +0.1 CPI energy 16.1% +1.6 PPI 5.4% +0.6 Michigan 4.2 -0.4 Jobless 4.1 0.0 Philly Fed 47.4 +6.0 WTI 101.42 +1.4 US 10Y 4.955 -0.0 S&P 500 7710.0 +50.5 Nasdaq 100 29572.5 +185.5 Gold 4350.0 -16.2 Dow 52941.0 +356.0 Trident Dow LONG 52941.0 Trident S&P 500 LONG 7710.0 Trident Nasdaq 100 LONG 29572.5 Trident Crude SHORT 101.42 Trident Gold LONG 4350.0 Trident Euro LONG 1.1599
CrowdMood

Rates · commodities · the cycle

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2026-09-14 · 3 min · CrowdMood Desk

The Strait is not a TV graphic: The Problem With Trying to Bypass Hormuz Using Pipelines

OilPrice: The Problem With Trying to Bypass Hormuz Using Pipelines

You do not need a movie blockade. Captains waiting and insurers repricing are enough. Days of delay are barrels that show up late, and fertilizer that shows up later. Gold does not need the speech. Grain needs the cargo. We will write the next one when the feed actually moves.

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