🔮 Hormuz Spike Meets Mag7 Conviction
S&P 500 6,816 ▼0.11% NASDAQ 22,902 ▲0.35%
Gold↓55% · NASDAQ↑58%
WTI crude has exploded +7.77% to $104 as Trump's threatened Hormuz blockade rattles energy markets — a supply shock that
🔗 https://retic.uk/today
#NarrativeEconomics #Markets #GlobalMacro
🔮 Ceasefire Kills the Risk Premium
S&P 500 (prev close) 6,824 ▲0.6% NASDAQ (prev close) 22,822 ▲0.8%
Gold↓62% · NASDAQ↑72%
The US-Iran ceasefire has yanked the geopolitical rug from under the war-premium trades that dominated Q1 — oil is rolli
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#NarrativeEconomics #Marke...
🔮 War Premium vs. Generational Opportunity — Choose Fast
WTI Crude Oil $99.33 ▲5.2% Gold $4,768.80 ▲0.4%
Gold↑68% · NASDAQ↔52%
WTI crude is knocking on $100 as Iran conflict premium reasserts itself, with the 5-day range showing a $117.63 ceiling
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#NarrativeEconomics #M...
📊 Oil at $111, Iran at the Strait, and a Jobs Report That Broke the Fed's Heart
Top Narratives:
• Geopolitical Risk: 16.6
• Energy Transition: 10.5
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#NarrativeEconomics #Markets #GlobalMacro
Robert Schuller wrote #NarrativeEconomics including comparison with infection contagion. Declines require fewer new cases and declines of existing. Will DOGE, Musk, and the AOC-Bernie alliance arrest the rise of 1933 style fascism and convert "weak MAGA/democracy fence sitters?"
📣 Just out: In "Contagious Economic Failure?" we study how economic discourses around #zombiefirms during the coronavirus pandemic in 🇮🇹 and 🇩🇪 were steeped in moralizing language - "healthy" vs. "sick" firms, a "waste" of tax money... sound familiar? shorturl.at/hK1MD #sociology #narrativeeconomics
