Articles that tagged "Inflation" from Times Gone By...
The Hormuz Spiral

The Hormuz Spiral
— Margin Notes: 2026-05-28

A few tactical airstrikes near the Strait of Hormuz started as a localized military operation on Thursday. Within hours, they had effectively dismantled the peace narrative the market spent the last week pricing. When the US military launched strikes near Hormuz with no accord in sight, the energy complex reacted with a violent surge...

The Peace Premium

The Peace Premium
— Margin Notes: 2026-05-24

The plumbing of global energy markets is starting to clear. When an LNG tanker exited the Strait of Hormuz for India for the first time since the conflict began, it provided the first physical proof that the blockade is easing. This is the mechanical precursor to the headline: Trump announced a negotiated deal with Iran...