Global View — 25 June 2026
factors
2026-06-25 08:00:00
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## 1) GLOBAL VIEW **Oil's crash is now the master variable.** The Strait of Hormuz is reopening after a four-month war shutdown, and the resulting plunge in crude is resetting rates, equities, and Fed expectations for the back half of 2026. **Why it matters:** Cheaper energy pulls headline inflation down, drags bond yields lower, and hands the equity bull a fresh tailwind — even as...
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