Make Them Prove It

June 11, 2026 - Chase discusses the latest “imminent” peace deal headlines, why oil markets may still need proof before accepting the Strait is truly reopening, and how much damage may already be baked into global inventories. He also breaks down PPI, Fed rate-hike pressure, long-end Treasury weakness, equity issuance from major tech names, and why even a real deal may not quickly erase the supply problem facing oil markets.