Iran just launched a $500 drone — and it’s already hitting your portfolio, your grocery bill, and the global economy.

Oil prices are surging, the Strait of Hormuz remains effectively closed, and Wall Street is still treating this like a temporary shock. But the bond market is telling a completely different story.

The 10-year yield is rising into a slowing economy. CLO spreads are widening. And a $1.35 trillion corporate debt wall is about to refinance at nearly double the cost.

This is not a normal oil spike. This is a system-level stress event.

And it gets worse:Fertilizer prices are exploding, supply chains are breaking, and the impact is heading straight into food prices by July.

In this video, we break down:
Why the bond market is sounding the alarm
Why the Fed is completely trapped
How oil, credit markets, and food inflation are all connected
Where the real risk is hiding (and what Wall Street is missing)
The headline is oil. The reality is much bigger.

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