Tag : PPI

RADAR Pro Elite — The Hormuz Truce Lights Up Wall Street, Inflation Stays in the Living Room

Wall Street bought relief — the announced end of the war in Iran — and shelved a problem that hasn’t gone anywhere: inflation re-accelerating. A powerful bounce (Nasdaq +2.54%, VIX −12.5%, semiconductors +8.4%), but on two different legs, one geopolitical and fragile, one of AI capex, structural but expensive. Below the surface, gold that won’t protect and crypto that won’t rise.

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Blockade Week

Iran talks collapsed, the US naval blockade on Hormuz is live, and oil opens with a +7% gap-up. Tuesday’s March PPI completes the inflation picture after CPI printed +3.3%. Goldman Sachs, JPMorgan, TSMC, and Netflix all report in a five-session week with no breathing room. The RADAR Week Ahead maps regime, technicals across 8 core assets, macro calendar, positioning, and scenarios for a week that may define the tone of Q2.

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