Markets, Meditations, and Mental Models

Brief: What the Wall Protects


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The week that repriced the rate path ended with the first crack in its own logic. Oil, which drove every inflation print and hike bet since Monday, fell 4% on Friday as Pakistan brokered tentative Iran peace signals, pulling Brent below $100 and slicing the energy premium that powered the jump from
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Markets, Meditations, and Mental ModelsBy Cosmic Trex