RE: LeoThread 2026-03-09 06-05
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In 1973 oil prices quadrupled. In 1990 oil jumped 70% overnight.
With the Strait of Hormuz closed, 20% of the world’s oil supply is stuck.
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If the Strait remains closed, oil tops $100. Oil topping $100 drives inflation higher. As inflation rises, the Fed freezes rate cuts.
It's the same script from 2022: Russia's invasion pushed oil up, inflation followed, and the Fed raised rates 11 times.
Six months from now, headlines will have moved on to the next crisis