⚠️ The market's biggest macro chain right now: Oil disruption → $100+ crude → inflation pressure → higher yields → equity valuation pressure Iranian exports h

⚠️ The market's biggest macro chain right now: Oil disruption → $100+ crude → inflation pressure → higher yields → equity valuation pressure Iranian exports have been sharply curtailed while broader Middle East shipping disruptions continue to constrain supply. Brent recently pushed above $107 be…