Strait of Hormuz SHUT DOWN: The Inflation Shock Has Begun

Oil just spiked 13% — and most investors are treating it like a headline reaction. It’s not.With the Strait of Hormuz shut down, 20 million barrels per day are at risk. That’s not an energy story — that’s an inflation shock waiting to hit the consumer.Every $10 move in crude means roughly $0.25 more at the pump. Sustained? The Fed pauses. Rates stay higher. Growth stocks get punished.This is the sequence the market hasn’t fully priced in yet.If you want macro explained before it hits your portfolio, you’re in the right place.Support the show