Premium Pressure 🧨
🧨 Markets spent the week unwinding fear and re-pricing optimism. Oil cooled, rates stayed stubborn, AI investors got picky, and a few market darlings discovered that hype eventually meets gravity. Three Things That Mattered: 🛢️ Oil Lost Its Risk Premium — The U.S.–Iran peace deal sent crude lower and helped calm inflation fears. 🚀 SpaceX Returned To Earth — After an explosive IPO debut, investors began asking harder questions about...
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