To The Moon

The Dow, S&P and Nasdaq all slid into the Sept 15 close with the 10-year yield punching to its highest level since 2007, as traders braced for a Fed that may have to talk tough on inflation instead of cutting. Energy isn't waiting on that verdict. Crude is up on its own catalyst, which makes it the one sector that can work whichever way the Fed leans today. Brent has pushed back toward $98–101 and WTI above $92 on renewed Iran–Hormuz tanker strikes — the most direct supply-risk premium the oil market has priced in years. That's a physical-barrel story, not a liquidity story, so it doesn't unwind just because Powell sounds hawkish or dovish this afternoon. A hawkish surprise driven by energy-led inflation is arguably a second tailwind for producers: higher realized prices flow straight

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