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 https://convextrade.com/articles/breaking-imfs-iran-warning-is-the-catalyst-that-validates-o-2026-04-09 Convex en 2026-04-09T17:54:36.772Z IMF's Iran Warning Is the Catalyst That Validates Our Most Asymmetric Trade Geopolitics, oil shock, stagflation, iran, imf, inflation https://convextrade.com/articles/breaking-warsh-at-the-fed-hawkish-pivot-risk-collides-with-2026-04-09 Convex en 2026-04-09T15:29:31.481Z Warsh at the Fed: Hawkish Pivot Risk Collides With Stagflation Trap Rates, fed chair, warsh, rates, stagflation, policy risk https://convextrade.com/articles/breaking-lebanon-mass-casualties-geopolitical-escalation-hi-2026-04-09 Convex en 2026-04-09T13:16:50.464Z Lebanon Mass Casualties: Geopolitical Escalation Hits a Already-Fragile Risk Regime Geopolitics, geopolitical escalation, risk-off, gold, oil, stagflation https://convextrade.com/articles/breaking-cryptos-regulatory-trilemma-enforcement-legitimacy-2026-04-09 Convex en 2026-04-09T12:56:33.545Z Crypto's Regulatory Trilemma: Enforcement, Legitimacy, and the Stablecoin Clock Crypto, crypto regulation, stablecoin, north korea, kalshi, bessent https://convextrade.com/articles/breaking-hormuz-reclosure-detonates-the-stagflation-thesis-2026-04-09 Convex en 2026-04-09T10:36:36.149Z Hormuz Reclosure Detonates the Stagflation Thesis — Oil Shock Now Live Geopolitics, hormuz, oil-shock, stagflation, iran, geopolitical-escalation https://convextrade.com/articles/breaking-iran-war-supply-shock-stagflations-accelerant-has-2026-04-09 Convex en 2026-04-09T10:06:39.340Z Iran War Supply Shock: Stagflation's Accelerant Has Arrived Geopolitics, iran, supply-chain, stagflation, oil, gold https://convextrade.com/articles/breaking-lebanon-strike-threatens-ceasefire-oils-125-tail-r-2026-04-09 Convex en 2026-04-09T09:56:42.891Z Lebanon Strike Threatens Ceasefire — Oil's $125 Tail Risk Becomes Foreground Geopolitics, middle east, oil, stagflation, gold, geopolitical risk https://convextrade.com/articles/breaking-iran-escalation-detonates-into-the-feds-stagflatio-2026-04-09 Convex en 2026-04-09T09:21:45.898Z Iran Escalation Detonates Into the Fed's Stagflation Trap Geopolitics, iran, oil shock, stagflation, gold, fed https://convextrade.com/articles/breaking-trumps-next-conquest-rhetoric-lights-the-geopoliti-2026-04-09 Convex en 2026-04-09T08:26:41.029Z Trump's 'Next Conquest' Rhetoric Lights the Geopolitical Fuse Already Primed by Oil Geopolitics, iran, oil, stagflation, geopolitical-risk, middle-east https://convextrade.com/articles/breaking-irans-strike-on-us-forces-triggers-the-escalation-2026-04-09 Convex en 2026-04-09T07:21:45.925Z Iran's Strike on U.S. Forces Triggers the Escalation Scenario We Priced Geopolitics, iran, escalation, oil, gold, stagflation https://convextrade.com/articles/breaking-ceasefire-collapse-validates-the-stagflation-spira-2026-04-09 Convex en 2026-04-09T04:41:34.864Z Ceasefire Collapse Validates the Stagflation Spiral — Oil Is the Pin Geopolitics, geopolitics, oil, stagflation, crypto, risk-off https://convextrade.com/articles/breaking-hormuz-demand-turbocharges-the-oil-squeeze-and-the-2026-04-09 Convex en 2026-04-09T04:31:44.815Z Hormuz Demand Turbocharges the Oil Squeeze — and the Stagflation Case Energy, hormuz, oil, geopolitics, stagflation, iran https://convextrade.com/articles/breaking-nato-withdrawal-signal-the-geopolitical-shock-that-2026-04-08 Convex en 2026-04-08T22:11:44.702Z NATO Withdrawal Signal: The Geopolitical Shock That Monetises Every Risk We Hold Geopolitics, nato, geopolitical risk, gold, defense, stagflation https://convextrade.com/articles/breaking-hormuz-blockage-is-the-oil-short-squeeze-trigger-w-2026-04-08 Convex en 2026-04-08T20:56:36.417Z Hormuz Blockage Is the Oil Short-Squeeze Trigger We've Been Flagging Energy, oil shock, hormuz, stagflation, geopolitics, short squeeze https://convextrade.com/articles/breaking-israels-lebanon-strikes-detonate-the-iran-us-cease-2026-04-08 Convex en 2026-04-08T15:27:28.126Z Israel's Lebanon Strikes Detonate the Iran-US Ceasefire Dividend Geopolitics, middle east, oil, gold, stagflation, geopolitical risk https://convextrade.com/articles/breaking-beirut-strike-ignites-oils-cftc-short-squeeze-thes-2026-04-08 Convex en 2026-04-08T15:26:58.325Z Beirut Strike Ignites Oil's CFTC Short Squeeze Thesis — Stagflation Accelerant Geopolitics, israel, lebanon, oil, stagflation, geopolitical-risk https://convextrade.com/articles/breaking-hormuz-reopens-oil-thesis-inverts-what-the-de-esca-2026-04-08 Convex en 2026-04-08T15:16:49.625Z Hormuz Reopens, Oil Thesis Inverts: What the De-escalation Really Means Energy, oil, geopolitics, stagflation, iran, energy https://convextrade.com/articles/breaking-iran-ceasefire-breaks-the-oil-short-squeeze-thesis-2026-04-08 Convex en 2026-04-08T12:55:15.591Z Iran Ceasefire Breaks the Oil Short Squeeze Thesis — But Don't Chase the Drop Geopolitics, iran, oil, geopolitical de-escalation, stagflation, china diplomacy https://convextrade.com/articles/breaking-gulf-ceasefire-collapse-supercharges-stagflation-r-2026-04-08 Convex en 2026-04-08T11:15:21.379Z Gulf Ceasefire Collapse Supercharges Stagflation Risks Already at Breaking Point Geopolitics, gulf, oil, stagflation, gold, geopolitical-risk https://convextrade.com/articles/breaking-nvidias-75-data-center-beat-is-a-sentiment-jolt-no-2026-04-08 Convex en 2026-04-08T10:55:15.314Z Nvidia's 75% Data Center Beat Is a Sentiment Jolt, Not a Regime Change Equity, nvidia, ai, semiconductors, stagflation, short-squeeze https://convextrade.com/articles/breaking-iran-us-ceasefire-risk-on-catalyst-meets-a-stagfla-2026-04-08 Convex en 2026-04-08T10:50:27.281Z Iran-U.S. Ceasefire: Risk-On Catalyst Meets a Stagflation Wall Geopolitics, geopolitical de-escalation, oil, travel stocks, stagflation, short squeeze https://convextrade.com/articles/breaking-iran-ceasefire-reduces-a-tail-risk-but-doesnt-fix-2026-04-08 Convex en 2026-04-08T08:50:28.478Z Iran Ceasefire Reduces a Tail Risk — But Doesn't Fix the Macro Geopolitics, iran, ceasefire, oil, stagflation, geopolitical-risk https://convextrade.com/articles/breaking-iran-us-ceasefire-fires-a-short-squeeze-gun-into-a-2026-04-08 Convex en 2026-04-08T08:45:24.736Z Iran-US Ceasefire Fires a Short-Squeeze Gun Into a Stagflation Trap Geopolitics, iran, oil, geopolitics, stagflation, short-squeeze https://convextrade.com/articles/breaking-hormuz-ceasefire-punctures-oil-risk-premium-but-st-2026-04-08 Convex en 2026-04-08T08:30:31.372Z Hormuz Ceasefire Punctures Oil Risk Premium — But Stagflation Trap Survives Geopolitics, iran, oil, stagflation, geopolitical-risk, hormuz https://convextrade.com/articles/breaking-iran-war-premium-unwound-but-stagflation-trap-rema-2026-04-08 Convex en 2026-04-08T08:25:16.781Z Iran War Premium Unwound, But Stagflation Trap Remains Fully Intact Geopolitics, iran, oil, stagflation, geopolitical-risk, equities https://convextrade.com/articles/breaking-hormuz-reopening-breaks-oils-100-floor-but-stagfla-2026-04-08 Convex en 2026-04-08T07:50:23.608Z Hormuz Reopening Breaks Oil's $100 Floor — But Stagflation Arithmetic Doesn't Change Energy, oil, geopolitics, stagflation, inflation, de-escalation https://convextrade.com/articles/breaking-hormuz-reopening-stress-tests-the-stagflation-thes-2026-04-08 Convex en 2026-04-08T07:35:36.750Z Hormuz Reopening Stress-Tests the Stagflation Thesis — But Doesn't Break It Geopolitics, hormuz, oil, stagflation, geopolitical-de-escalation, gold https://convextrade.com/articles/breaking-iran-ceasefire-deflates-the-geopolitical-premium-o-2026-04-08 Convex en 2026-04-08T05:25:17.244Z Iran Ceasefire Deflates the Geopolitical Premium — Oil Bears Get a Reprieve Geopolitics, iran, oil, geopolitical risk, de-escalation, stagflation https://convextrade.com/articles/breaking-ceasefire-triggers-risk-on-whipsaw-but-stagflation-2026-04-08 Convex en 2026-04-08T04:25:22.563Z Ceasefire Triggers Risk-On Whipsaw — But Stagflation Math Hasn't Changed Geopolitics, ceasefire, oil, stagflation, geopolitical risk, cross-asset https://convextrade.com/articles/breaking-iran-pause-cuts-oil-risk-premium-but-stagflation-t-2026-04-08 Convex en 2026-04-08T03:35:14.442Z Iran Pause Cuts Oil Risk Premium — But Stagflation Trap Stays Intact Geopolitics, iran, oil, stagflation, geopolitical risk, hormuz https://convextrade.com/articles/breaking-iran-strike-or-taco-the-binary-that-reshapes-every-2026-04-08 Convex en 2026-04-08T01:45:13.733Z Iran Strike or TACO: The Binary That Reshapes Every Asset Class Geopolitics, iran, oil-shock, stagflation, safe-haven, geopolitical-risk https://convextrade.com/articles/breaking-tehran-strike-breaks-the-regime-stagflation-meets-2026-04-07 Convex en 2026-04-07T23:25:17.015Z Tehran Strike Breaks the Regime: Stagflation Meets War Premium Geopolitics, iran, oil, gold, stagflation, geopolitical-escalation https://convextrade.com/articles/breaking-hormuz-veto-locks-in-the-supply-shock-tail-our-the-2026-04-07 Convex en 2026-04-07T20:51:29.810Z Hormuz Veto Locks In the Supply Shock Tail — Our Thesis Just Got Denser Geopolitics, strait of hormuz, oil supply shock, stagflation, geopolitical risk, gold https://convextrade.com/articles/breaking-iranian-strike-on-saudi-infrastructure-the-tail-ri-2026-04-07 Convex en 2026-04-07T20:47:00.098Z Iranian Strike on Saudi Infrastructure: The Tail Risk Just Became the Base Case Geopolitics, geopolitical escalation, oil supply shock, gulf conflict, stagflation, gold https://convextrade.com/articles/breaking-trumps-iran-ultimatum-detonates-the-geopolitical-s-2026-04-07 Convex en 2026-04-07T20:27:18.050Z Trump's Iran Ultimatum Detonates the Geopolitical Supply Shock Tail Risk Geopolitics, iran, oil, geopolitical risk, stagflation, gold