Brent at $107 and Macquarie Sees $200: the Strait of Hormuz Is the New Berlin Wall of Markets

Thursday’s session closed under broad-based pressure: S&P 500 shed 1.74%, Nasdaq sank 2.38% on converging fears of persistent inflation (OECD at 4.2%), oil war in the Middle East (Brent above $107), and a landmark anti-tech addiction verdict. The bifurcation between safe havens and growth assets is now structural.

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