The market is locked in on tonight’s 8PM Iran deadline… but that’s not the real story.

While headlines focus on whether the Strait of Hormuz reopens, smart money is watching something far more important: inflation.
Gas prices have already surged past $4.10, oil is sitting near $110, and the Cleveland Fed is now projecting CPI at 3.16% — a massive jump driven by energy shocks.

That means the damage is already done.
Even if a deal happens tonight, inflation is baked in — and the Fed isn’t cutting rates anytime soon. That’s the real risk the market is not pricing correctly.

In this video, we break down:
Why the Iran deadline is a distraction
How energy shocks are feeding directly into inflation
Why Friday’s CPI print matters more than tonight’s headlines
What this means for rates, stocks, and the consumer

This isn’t just a geopolitical story — it’s a rate story.
And the market may be completely misreading it.

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