https://convextrade.com/articles/breaking-hungarys-political-revolution-is-a-forint-and-eu-c-2026-04-12 Convex en 2026-04-12T20:06:36.191Z Hungary's Political Revolution Is a Forint and EU Cohesion Trade, Not a Risk-Off Event Geopolitics, hungary, forint, eu cohesion, eastern europe, sovereign debt https://convextrade.com/articles/breaking-hormuz-threat-fires-the-oil-short-squeeze-trigger-2026-04-12 Convex en 2026-04-12T18:24:38.122Z Hormuz Threat Fires the Oil Short Squeeze Trigger Early Energy, oil, geopolitics, short squeeze, stagflation, hormuz https://convextrade.com/articles/breaking-hormuz-blockade-triggers-energy-shock-scenario-mar-2026-04-12 Convex en 2026-04-12T16:34:50.705Z Hormuz Blockade Triggers Energy Shock Scenario Markets Can't Price Until Monday Geopolitics, hormuz, oil shock, stagflation, gold, geopolitical escalation https://convextrade.com/articles/breaking-hormuz-blockade-threat-is-a-regime-break-for-oil-b-2026-04-12 Convex en 2026-04-12T15:24:38.284Z Hormuz Blockade Threat Is a Regime-Break for Oil, But Markets Can't Price It Yet Geopolitics, hormuz, oil, geopolitical escalation, stagflation, iran https://convextrade.com/articles/breaking-eight-signals-in-six-hours-geopolitical-risk-is-re-2026-04-12 Convex en 2026-04-12T15:09:40.926Z Eight Signals in Six Hours: Geopolitical Risk Is Repricing, Markets Can't React Yet Geopolitics, geopolitical risk, oil, iran, stagflation, middle east https://convextrade.com/articles/breaking-hormuz-blockade-report-a-regime-break-signal-await-2026-04-12 Convex en 2026-04-12T14:24:37.857Z Hormuz Blockade Report: A Regime-Break Signal Awaiting Verification Geopolitics, oil shock, hormuz, geopolitical risk, stagflation, energy https://convextrade.com/articles/breaking-bitcoin-below-71k-is-the-only-live-stress-signal-w-2026-04-12 Convex en 2026-04-12T13:55:04.907Z Bitcoin Below $71K Is the Only Live Stress Signal We Have Right Now Crypto, bitcoin, geopolitics, risk-off, hormuz, stagflation https://convextrade.com/articles/breaking-hormuz-blockade-ends-the-reflation-trade-stagflati-2026-04-12 Convex en 2026-04-12T13:54:39.307Z Hormuz Blockade Ends the Reflation Trade; Stagflation Deepening Now Base Case Geopolitics, hormuz, oil shock, stagflation, geopolitical risk, energy https://convextrade.com/articles/breaking-hormuz-blockade-breaks-every-assumption-monday-ope-2026-04-12 Convex en 2026-04-12T13:24:52.203Z Hormuz Blockade Breaks Every Assumption: Monday Open Is the Only Number That Matters Geopolitics, oil shock, hormuz, geopolitical risk, energy, macro repricing https://convextrade.com/articles/breaking-hormuz-blockade-signal-lands-in-a-closed-market-mo-2026-04-12 Convex en 2026-04-12T10:54:50.104Z Hormuz Blockade Signal Lands in a Closed Market: Monday Opens Hot Geopolitics, hormuz, oil supply shock, iran, stagflation, gold https://convextrade.com/articles/breaking-40-days-of-war-on-iran-monday-open-is-live-price-d-2026-04-12 Convex en 2026-04-12T08:44:50.514Z 40 Days of War on Iran: Monday Open Is Live Price Discovery on a Mispriced Shock Geopolitics, iran, oil, gold, geopolitical risk, stagflation https://convextrade.com/articles/breaking-iran-talks-collapse-oils-weekend-risk-premium-pric-2026-04-12 Convex en 2026-04-12T04:29:37.847Z Iran Talks Collapse: Oil's Weekend Risk Premium Prices Monday Morning Geopolitics, iran, oil, geopolitical risk, gold, energy supply shock https://convextrade.com/articles/breaking-hormuz-signals-cluster-the-oil-short-is-now-a-live-2026-04-12 Convex en 2026-04-12T04:14:55.918Z Hormuz Signals Cluster: The Oil Short Is Now a Live Grenade Geopolitics, oil, geopolitical risk, iran, gold, escalation https://convextrade.com/articles/breaking-us-iran-talks-signal-oil-risk-premium-relief-but-h-2026-04-12 Convex en 2026-04-12T00:44:33.069Z US-Iran Talks Signal Oil Risk Premium Relief, But Hormuz Remains the Hinge Geopolitics, iran, oil, geopolitical risk, hormuz, sanctions https://convextrade.com/articles/breaking-pakistans-saudi-deployment-turns-up-the-heat-on-a-2026-04-11 Convex en 2026-04-11T20:59:35.129Z Pakistan's Saudi Deployment Turns Up the Heat on a Fragile Ceasefire Geopolitics, oil, middle east, geopolitical risk, gold, iran https://convextrade.com/articles/breaking-tehran-synagogue-strike-golds-structural-case-just-2026-04-11 Convex en 2026-04-11T19:06:28.554Z Tehran Synagogue Strike: Gold's Structural Case Just Got Stronger Geopolitics, israel-iran, gold, oil, geopolitical-escalation, middle-east https://convextrade.com/articles/breaking-hormuz-talks-are-a-supply-risk-repricing-event-dre-2026-04-11 Convex en 2026-04-11T17:31:11.889Z Hormuz Talks Are a Supply-Risk Repricing Event Dressed as Diplomacy Geopolitics, iran, oil, hormuz, geopolitical risk, energy https://convextrade.com/articles/breaking-us-iran-talks-break-the-escalation-cycle-oils-crow-2026-04-11 Convex en 2026-04-11T15:06:21.357Z U.S.-Iran Talks Break the Escalation Cycle, Oil's Crowded Short Faces a Test Geopolitics, iran, oil, geopolitics, de-escalation, sanctions https://convextrade.com/articles/breaking-three-escalations-in-six-hours-geopolitical-risk-p-2026-04-11 Convex en 2026-04-11T15:01:31.844Z Three Escalations in Six Hours: Geopolitical Risk Premium Is Being Repriced Geopolitics, geopolitical risk, gold, middle east, safe haven, weekend risk https://convextrade.com/articles/breaking-us-iran-talks-are-an-oil-supply-signal-not-a-peace-2026-04-11 Convex en 2026-04-11T14:16:51.107Z US-Iran Talks Are an Oil Supply Signal, Not a Peace Dividend Geopolitics, iran, oil, geopolitics, sanctions, middle-east https://convextrade.com/articles/breaking-iran-talks-break-the-escalation-spiral-oil-risk-pr-2026-04-11 Convex en 2026-04-11T04:10:23.992Z Iran Talks Break the Escalation Spiral, Oil Risk Premium Has Nowhere to Hide Geopolitics, iran, oil, geopolitical risk, middle east, risk premium https://convextrade.com/articles/breaking-hormuz-de-escalation-cuts-oils-geopolitical-premiu-2026-04-11 Convex en 2026-04-11T03:20:45.996Z Hormuz De-Escalation Cuts Oil's Geopolitical Premium, Watch Monday Open Energy, iran, oil, geopolitics, de-escalation, hormuz https://convextrade.com/articles/breaking-us-iran-ceasefire-talks-geopolitical-premium-start-2026-04-11 Convex en 2026-04-11T00:41:03.878Z US-Iran Ceasefire Talks: Geopolitical Premium Starts Unwinding Geopolitics, iran, ceasefire, gold, oil, geopolitical-risk https://convextrade.com/articles/breaking-gulf-crisis-ignites-the-energy-supply-shock-tail-a-2026-04-10 Convex en 2026-04-10T20:56:45.079Z Gulf Crisis Ignites the Energy Supply Shock Tail, At $114 WTI, It's Already Here Geopolitics, gulf states, oil supply shock, stagflation, petrodollar, geopolitical risk https://convextrade.com/articles/breaking-hormuz-shock-confirms-the-stagflation-trap-the-fed-2026-04-10 Convex en 2026-04-10T15:56:36.681Z Hormuz Shock Confirms the Stagflation Trap, The Fed Has No Exit Macro, stagflation, cpi, oil, fed policy, geopolitics https://convextrade.com/articles/breaking-hormuz-closure-threat-ignites-oils-asymmetric-long-2026-04-10 Convex en 2026-04-10T15:21:28.624Z Hormuz Closure Threat Ignites Oil's Asymmetric Long, Aviation Is the Canary Energy, oil shock, hormuz, aviation, stagflation, geopolitics https://convextrade.com/articles/breaking-33-cpi-kills-the-pivot-dream-stagflation-deepening-2026-04-10 Convex en 2026-04-10T12:51:51.496Z 3.3% CPI Kills the Pivot Dream, Stagflation Deepening Is Now the Base Case Macro, cpi, stagflation, inflation, fed policy, gold https://convextrade.com/articles/breaking-cool-core-cpi-masks-the-real-story-energy-shock-ow-2026-04-10 Convex en 2026-04-10T12:36:52.873Z Cool Core CPI Masks the Real Story: Energy Shock Owns This Print Macro, cpi, bitcoin, inflation, fed policy, stagflation https://convextrade.com/articles/breaking-march-cpi-detonates-the-soft-landing-narrative-sta-2026-04-10 Convex en 2026-04-10T12:32:16.671Z March CPI Detonates the Soft-Landing Narrative, Stagflation Is the Base Case Macro, cpi, stagflation, inflation, gold, rates https://convextrade.com/articles/breaking-hot-core-cpi-kills-the-soft-landing-reprieve-stagf-2026-04-10 Convex en 2026-04-10T12:31:48.221Z Hot Core CPI Kills the Soft-Landing Reprieve, Stagflation Is the Regime Macro, cpi, stagflation, fed policy, gold, rates https://convextrade.com/articles/breaking-us-israel-strike-on-iran-every-risk-tail-we-were-t-2026-04-10 Convex en 2026-04-10T12:01:37.649Z US-Israel Strike on Iran: Every Risk Tail We Were Tracking Just Fired Geopolitics, iran, oil shock, gold, geopolitical escalation, risk-off https://convextrade.com/articles/breaking-spys-31-surge-is-a-short-squeeze-not-a-regime-chan-2026-04-10 Convex en 2026-04-10T10:38:01.763Z SPY's 3.1% Surge Is a Short-Squeeze, Not a Regime Change Equity, short-squeeze, stagflation, credit-equity divergence, spy, positioning https://convextrade.com/articles/breaking-tsmcs-35-revenue-record-confirms-ai-supercycle-but-2026-04-10 Convex en 2026-04-10T10:11:35.032Z TSMC's 35% Revenue Record Confirms AI Supercycle, But Macro Headwinds Cap the Rally Equity, tsmc, semiconductors, ai, earnings, stagflation https://convextrade.com/articles/breaking-iran-ceasefire-triggers-oil-risk-premium-unwind-bu-2026-04-10 Convex en 2026-04-10T06:30:51.827Z Iran Ceasefire Triggers Oil Risk-Premium Unwind, But Don't Chase the Move Geopolitics, iran, oil, gold, geopolitical risk, ceasefire https://convextrade.com/articles/breaking-iran-hits-saudi-oil-13m-bblday-gone-stagflation-th-2026-04-09 Convex en 2026-04-09T23:55:16.222Z Iran Hits Saudi Oil: 1.3M bbl/day Gone, Stagflation Thesis Detonates Energy, oil supply shock, iran-saudi, stagflation, geopolitical risk, gold https://convextrade.com/articles/breaking-hormuz-closure-claim-is-the-tail-risk-that-was-alr-2026-04-09 Convex en 2026-04-09T21:04:32.795Z Hormuz Closure Claim Is the Tail Risk That Was Already In Our Book Geopolitics, hormuz, oil supply shock, geopolitical escalation, gold, stagflation https://convextrade.com/articles/breaking-hormuz-restriction-is-the-tail-risk-that-just-beca-2026-04-09 Convex en 2026-04-09T20:29:33.538Z Hormuz Restriction Is the Tail Risk That Just Became Baseline Energy, hormuz, oil shock, stagflation, geopolitics, inflation