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If Hormuz reopening stays uncertain, Brent-linked volatility will spill into equities and revive inflation hedging across portfolios.

Hormuz-linked supply risk is reasserting itself as a macro driver that can overwhelm earnings narratives, quickly repricing inflation expectations and risk appetite across global markets.

If Hormuz remains unresolved this week, U.S. equities will see rotation into energy and defensives.

The session shows how quickly geopolitics can overwhelm a record-market narrative, while deal flow and earnings still drive sharp single-name moves.

ETF inflows may keep favoring equity and international funds if momentum traders stay active.

This is a major market-flow story, and the scale alone makes it relevant to traders, fund managers and retail investors. The international rotation angle adds a second layer beyond simple U.S. equity momentum.

The weak jobs print will keep rate-cut speculation alive and pressure Treasury yields lower unless the next labor data reverses the trend.

This is the cleanest macro-market read in the batch and it connects directly to the Fed path. It also sits alongside the oil shock story, making the market reaction more interesting than a standalone jobs print.