Source item

The Iran window opens TUESDAY. ✅ Houthis say they fired missiles at Riyadh's airport Monday. ✅ Brent ~$106 Thursday, about flat. ➡️ Production is intact, so the market shrugs. ➡️ Markets only pay for barrels actually lost. ✅ Everything's been tried except a deal on Hormuz, per Goldman's desk. ➡️ Yep. That's the release valve. 😇 If we get a deal with Iran, October 20th to 27th is the window. ✅ The Fed meets Oct 27-28. ➡️ A deal first lets the Fed look through war inflation. ➡️ No deal? October & December hikes are both live. ➡️ IMO the deal is already sitting on Trump's desk. 😇 It's time to actually have the balls to sign this deal with Iran More at https://t.co/l7DltAzM7z