
Good morning. Here’s what’s moving markets and minds today:
- Trump says the Iran war is “very complete, pretty much”—whatever that means.
- Stock markets rally as the price of oil goes below $100 a barrel.
- Almost no ships are braving the Strait of Hormuz.
- Aramco CEO warns of “catastrophic” consequences if war doesn’t end.
- Tehran regime survives—1,255 people did not.
- Anthropic sues the White House and reveals $5B in revenue.
- Average U.S. tax refund: $3,742—treat yourself.
- China’s exports hit a record—tariffs and all.
- Oracle earnings tonight—grab the popcorn.