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The real-time risk premium for crude oil is $18/bbl, corresponding to estimate of impact of six-week full halt to tanker traffic in Strait of Hormuz
80% confidenceFour of six tanks at Saudi Arabia's Ras Tanura refinery were full, and Ju'aymah terminal on country's east coast is quickly running out of spare capacity
80% confidenceWe will set fire to any ship attempting to pass through the strait
80% confidenceUpgraded Target to outperform from market perform with price target of $145
80% confidenceProposed 15% tariffs on goods imported into US may take effect this week
80% confidenceInitiated coverage on nLight with recommendation of outperform and price target of $95
80% confidenceIt's important to drive inflation back to target
80% confidenceFed policy could be on hold for quite some time
80% confidenceExcluding Magnificent Seven megacap technology stocks, Q4 earnings expected to increase by 4.6%
80% confidenceIranian operatives from Ministry of Intelligence used backchannels to contact CIA a day after US-Israeli attacks began
80% confidenceDowngraded Frontline to hold from buy
80% confidenceS&P earnings growth expected to climb by 8.4% in Q4, marking tenth consecutive quarter of year-over-year growth
80% confidenceUpgraded Dow to overweight from sector weight with price target of $38
80% confidenceUS will ensure the free flow of energy through the Strait of Hormuz with insurance guarantees and even naval escorts
80% confidence
