ZMACRO
JULY 28, 2026
Oil · Shipping · Monetary Policy
本月免费剩余 3/3
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MACRO WEEKLY | The Fed Meets Today With Ten Ships in the Strait
ZMACRO JULY 28, 2026 Oil · Shipping · Monetary Policy The Fed Meets Today With Ten Ships in the Strait Hormuz traffic is down 95%. War-risk premiums have gone up forty-fold. Crude round-tripped a hundred dollars in two s
Topics
- Fed
- Oil
Further reading
- FED RESEARCHStrait of Hormuz, Oil Prices and Fed Rate Hikes: This Is Not an Inflation Problem. It Is a War Problem.The Fed can raise rates, but it cannot reopen the Strait of Hormuz.
- FED RESEARCHWhy Are Bond Yields Falling While the Fed Is Hiking?Investors fled AI stocks into Treasuries and pulled real yields lower, while oil kept a December hike priced.
- FED RESEARCHHow to Trade Economic Data 02: Inflation, CPI, PPI and PCEThe Fed announces its next decision on October 28. September PCE, the inflation gauge the Fed targets, comes out on October 29.
- FED RESEARCHWhy Is Gold Falling? The Iran War, the Fed Hike and the Real-Yield Math Behind Gold's 2026 SelloffGold is falling because the Iran war's oil shock pushed the Fed into hiking and lifted the US 10-year real yield to 2.90%, its highest level since 2008.
- FED RESEARCHMacro Weekly | The New Hiking CycleAll alpha is generated when markets shift paradigms.
- FED RESEARCHFed Is Pricing the Next Hike (or Cycle)The market spent years waiting for the next cut. Now it is quietly rebuilding the hiking cycle.