Strait of Hormuz
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Index futures traders should keep oil risk on the screen
With Strait of Hormuz tension, oil volatility, bank earnings and chip earnings all in view, equity-index futures traders need a wider risk dashboard than price alone.
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Asia’s LNG Shock Is Turning Into A Fuel-Switching Trade
Japan is cutting gas-fired generation, Korea is using tariff relief, and the JKM-TTF-Henry Hub spread is forcing traders to treat LNG, coal, power and inflation as one connected macro trade.