The war didn't end for peace. It ended because the Fed had no choice.

Inflation still running hot. Powell made it clear: no rate cuts coming to rescue your bags. Market's on its own.

So what's the only lever left? End the war. Reopen oil supply. Let energy prices crater.

And look at the timing. Right on schedule. This wasn't random. Energy drives CPI. Lower oil = lower inflation = Fed gets breathing room.

Watch crude closely. If it dumps hard, that's your signal for risk-on rotation. Until then, we're stuck in this macro chop.