Iran-Hormuz Risk Frames a Packed July 20 Week
Friday's 400-point Dow selloff was not an ordinary correction. It was a market repricing a variable it had been discounting: the possibility that the Strait of Hormuz, the 21-mile chokepoint carrying roughly 20% of the world's seaborne oil, might actually close. That shift in probability is now the frame through which every data print and earnings report this week gets read. Key Takeaways Iran escalation drove WTI sharply higher and sent the Dow down roughly 400 points Friday as markets priced a Hormuz supply-shock premium. Wednesday July 22 is the week's critical earnings cluster: Alphabet (consensus $116.8B revenue) and Tesla (480,126 deliveries already reported) both report after the clos…
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