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Macro Muse · April 16, 2026
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Oil prices found the one strait they can't narrow and your mortgage found seven basis points it could

Paper Brent market up >4% today. The closure of the Strait of Hormuz has triggered a global oil supply shock, with Europe facing jet fuel shortages within six weeks, US crude exports hitting record highs, and analysts debating the severity and duration of the supply disruption and its cascading effects on trade deficits, bond markets, and global debt sustainability.

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