About this episode
Chase discusses the implications of recent peace deal headlines on oil markets and examines various economic indicators.
June 11, 2026 - Chase discusses the latest “imminent” peace deal headlines, why oil markets may still need proof before accepting the Strait is truly reopening, and how much damage may already be baked into global inventories. He also breaks down PPI, Fed rate-hike pressure, long-end Treasury weakness, equity issuance from major tech names, and why even a real deal may not quickly erase the supply problem facing oil markets.
People in this episode
Host: Chase
Topics covered
- oil markets
- peace deal
- global inventories
- PPI
- Fed rate-hike
- Treasury weakness
- equity issuance
Keywords
- oil markets
- peace deal
- PPI
- Fed rate-hike
- Treasury
- equity issuance
- global inventories
Mentioned in this episode
Organizations: Fed, PPI, Treasury, tech
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