Aug. 18 at 2:16 PM
Morning Report | Hormuz shutdown threats lift oil above
$90, sparking long-end yield surge
$USO.X oil breaks above
$90
$TLT long bond selloff, term premium
$BNO Hormuz vessel strike risk bid
$NVDA AI capex trade broadens
$GM Section 232 tariff deadline focus
https://open.substack.com/pub/pickalpha/p/morning-report-hormuz-shutdown-threats?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true