NarrativeEdge · Weekly Deep Analysis
Narrative Weekend
Every Saturday, a deep-dive weekly analysis of global markets through the lens of narrative economics.
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Hormuz Hangover: How a $12 Oil Spike Held the World's Markets HostageWTI surged 8% on Hormuz fears, IMF warned of recession, Meta cut 8,000 jobs — a week where every asset told a different story.
Past Analysis
- Hormuz and Back: How a $25 Oil Whipsaw Couldn't Stop the AI Bull
WTI swung $25 intraweek as Hormuz fears spiked then collapsed. AI stocks shrugged. S&P 500 hit 7,041. Retic maps the week's wild narrative threads.
- The Hormuz Whipsaw: How a Near-War Became a Relief Rally in Five Sessions
US-Iran Hormuz crisis drove a $26 oil range, gold to $4,851, and a VIX rollercoaster — before Friday's ceasefire flipped everything risk-on.
- Hormuz and Back: How Five Days of War Premium Built, Burned, and Partially Rebuilt
US-Iran tensions whipsawed every major asset class before a Friday ceasefire lifted equities. Gold held firm. Oil shed 13%. The net mapped it all.