1PC
04-13
💬 After 21 hours of talks collapsing into a full breakdown, the U.S. blockade of the Strait of Hormuz has reset every pricing assumption. With oil already surging, the market is now staring at the $120 threshold as the line in the sand.
Trump’s “execution strategy” vs. Iran’s “time‑wasting strategy” isn’t just geopolitics — it’s the trigger for whether the Fed is forced into a hawkish pivot that could reset Nasdaq valuations.
✨ My view: If the blockade holds through April, $120 oil is not a question of if but when. The real suspense is who blinks first — Washington or Tehran[Tongue] @JC888 @Barcode @koolgal @Shyon @Aqa @DiAngel @Shernice軒嬣 2000
US-Iran Conflict | Would Hormuz Blockade Escalate Oil to $120?
After a 21-hour marathon negotiation, the U.S. and Iran moved from “disagreement” straight to a complete breakdown. President Trump announced a U.S.-led blockade of the Strait of Hormuz, a move that has shattered all of the market’s pricing assumptions over the past week. If the U.S. blockade holds through April, will the Fed be forced into a "Hawkish Pivot" that resets Nasdaq valuations? In the clash between Trump’s "Execution Strategy" and Iran’s "Time-Wasting Strategy," who blinks first before the $120 threshold?
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