Trump just confirmed: Strait of Hormuz is opening.

This is massive for oil flows and global markets. If tensions ease in the region, we could see:

• Crude prices cooling off

• Risk-on sentiment returning to equities

• Potential relief for inflation-sensitive assets

Watch how this impacts energy stocks and macro liquidity. Geopolitical de-escalation = more room for Fed dovishness.

Stay sharp. This changes the game for Q2 positioning.