The Ceasefire Is OVER — Oil Spikes 6% and the Fed Just Named Its Nightmare

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The US-Iran ceasefire is over. After attacks on tankers in the Strait of Hormuz, US strikes on more than 80 Iranian targets, and reprisals on American bases, President Trump declared the deal finished — and oil surged nearly 6%, its biggest jump in two months. We break down the full sequence, what it means for gas prices and exposed sectors, and why this spike differs from the war's earlier panic.Then the connection almost nobody made: the Fed's June minutes landed the same day, revealing that some officials argued for an immediate rate hike — and naming Middle East tensions and AI-driven demand as the very scenarios that would force higher rates. Both triggers fired this week.We also cover the stealth correction underway in tech: more than two-thirds of tech stocks are at least 20% off recent highs even as headline indexes set records, and we explain what's really happening to the AI trade. Plus the week ahead: June CPI and the kickoff of bank earnings.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.