Iran Conflict sends Brent above $111 as the Strait of Hormuz comes under threat. BMI Pro analyzes the full geopolitical risk premium, supply chain disruptions, and which equity sectors stand to benefit — or suffer.
President Trump has given Iran until 8 PM ET to reopen the Strait of Hormuz or face attacks on power plants and bridges. Oil is above $115, the S&P 500 just formed a Death Cross, and the next 12 hours will determine the trajectory of global markets for months.
Il y a deux nombres, et à première vue ils n’ont rien à voir l’un avec l’autre. Le premier :
En avril 2026, quelque chose a basculé dans le secteur de la tech, un événement que l’on identifiera, avec le
Netherlands RDW approves Tesla FSD as first EU authority. Analysis: What this means for Tesla’s forward P/E of 174x, FSD revenue boost, and the stock ahead of April 22 earnings.
Detailed sector analysis: which 5 S&P 500 stocks win at $100+ oil (ExxonMobil, Chevron, COP, HAL, SLB) and which 5 lose — with historical correlations and Smart Money data.
The Fed’s rate-cut calendar has been thrown into disarray as the Iran Conflict sends oil above $111, forcing markets to recalibrate their inflation outlook. BMI Pro analyzes the full implications for 2026 monetary policy and fixed income positioning.
First quarterly report under Greg Abel: operating earnings up 18%, net income roughly doubled to $10.1B, cash reserves approaching the historic $400B mark.
The latest 13F filings reveal major portfolio shifts among the world’s top investors. Buffett trimmed Apple to 22.6%, Burry loaded 80% into AI puts, and Druckenmiller opened new positions in financials. Here’s the full breakdown.
Les dernières données de flux clients de JPMorgan révèlent un changement spectaculaire du comportement de marché : les particuliers, restés
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