What Are Your Moves Tomorrow, April 15, 2026

u/wsbapp · Reddit — r/wallstreetbets · 14 апреля 2026, 19:57 · ⬆ 62 очк. · 💬 963 комментариев | Открыть на Reddit ↗

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=== SUMMARY === - The market is experiencing a relentless, face-ripping rally to all-time highs despite terrible macroeconomic and geopolitical conditions (Strait of Hormuz blockade, sticky inflation, low job growth). - Bears are being completely wiped out, with the community consensus shifting to "don't fight the trend" and targeting SPY 700. - The SEC/FINRA reportedly removing the $25k Pattern Day Trader (PDT) rule is a major talking point, expected to inject massive retail liquidity and volatility into the market. === SENTIMENT === BULLISH === TRADE IDEAS === SPY - LONG | confidence: 0.90 | sentiment: +0.85 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: SPY has rallied for 10+ straight days, ignoring geopolitical wars, oil crises, and stagflation data, currently sitting around 694. 2. THE BRIDGE: The momentum is entirely disconnected from fundamentals, driven by massive liquidity, bear squeezes, and government/election-year pumping. Fighting the trend has wiped out short sellers. 3. THE VERDICT: Buy calls and ride the momentum toward the psychological 700 level. 4. RISKS: The market is top-heavy, volume is low, and a sudden realization of macroeconomic realities could trigger a violent pullback. Timeframe: short-term Key Points: - SPY targeting 700 psychological level - Bears are getting squeezed daily - Market ignoring all negative macro data - PDT rule removal may add retail liquidity - High risk of a sudden rug pull MU - LONG | confidence: 0.75 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: MU has rallied 45% in less than a month after previously dumping 32%, returning to its mid-March levels. 2. THE BRIDGE: The stock is exhibiting extreme volatility ("trading like a penny stock") but is heavily rewarding those who bought the dip and held. 3. THE VERDICT: Maintain long exposure as the semiconductor sector continues to show immense strength and recovery momentum. 4. RISKS: Extreme volatility means mistimed entries can l

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=== SUMMARY === - The dominant theme is extreme market euphoria and disbelief as SPY approaches 700, with bears being completely wiped out despite high inflation and geopolitical tensions. - The SEC's rumored removal of the $25k Pattern Day Trader (PDT) rule is a major talking point, expected to flood the market with retail day-trading volume. - Geopolitical fears have subsided following an Iran ceasefire, causing oil to drop and equities to surge to all-time highs. === SENTIMENT === BULLISH === TRADE IDEAS === SPY - LONG | confidence: 0.85 | sentiment: +0.90 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: SPY has rallied from 630 to near 700 in two weeks, crushing all short sellers. 2. THE BRIDGE: The market is experiencing a "lockout rally" where dips are non-existent, forcing underinvested capital to chase all-time highs. 3. THE VERDICT: Continue riding the momentum via calls as the market targets the psychological 700 level. 4. RISKS: The market is heavily overextended, and a sudden bad data print could trigger a sharp pullback. Timeframe: short-term Key Points: - SPY approaching historic 700 level - Bears are completely capitulating - Removal of PDT rule could add retail fuel - Geopolitical risks are currently being ignored HOOD - LONG | confidence: 0.75 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: Robinhood's stock price has recovered to levels higher than before the recent geopolitical conflict. 2. THE BRIDGE: The impending removal of the $25k PDT rule will likely cause a massive surge in retail trading volume on the platform. 3. THE VERDICT: Buy HOOD shares or calls in anticipation of increased retail engagement and a potential short squeeze. 4. RISKS: The PDT rule change might be delayed by 45 days, killing immediate momentum. Timeframe: medium-term Key Points: - Stock recovered past pre-war levels - SEC removing $25k PDT rule benefits HOOD - Community anticipating a short squeeze NKE - LONG | confidence: 0.65 | s

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=== SUMMARY === - SPY is experiencing a massive, euphoric rally approaching the 700 level, marking 10 consecutive green days despite ongoing geopolitical conflicts and a blockade in the Middle East. - The SEC's removal of the Pattern Day Trader (PDT) rule is acting as a major catalyst for retail trading platforms and overall market liquidity. - There is a sharp divide on ASTS, with bears citing cash burn and new competition from Amazon, while bulls hold out hope for upcoming launches. === SENTIMENT === BULLISH === TRADE IDEAS === HOOD - LONG | confidence: 0.85 | sentiment: +0.80 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: The SEC has reportedly removed the Pattern Day Trader (PDT) rule, allowing unlimited day trading for accounts under $25k. 2. THE BRIDGE: This regulatory change directly benefits retail brokerages by significantly increasing trading volume and user engagement from retail participants. 3. THE VERDICT: Go long on HOOD as retail trading activity is expected to surge following the removal of capital restrictions. 4. RISKS: The broader market rally could stall, reducing retail participation despite the rule change. Timeframe: medium-term Key Points: - SEC removed PDT rule for retail - Direct beneficiary of increased retail volume - Stock is already reacting positively ("ripping") AMZN - LONG | confidence: 0.75 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: Amazon is aggressively entering the satellite broadband market to compete with SpaceX/Starlink. 2. THE BRIDGE: Amazon has the capital, launch control, and ecosystem to dominate the space, posing an existential threat to smaller competitors like ASTS. 3. THE VERDICT: Long AMZN as it expands its total addressable market into global satellite internet infrastructure. 4. RISKS: High capital expenditure required to build and deploy the satellite network. Timeframe: long-term Key Points: - Entering satellite broadband market - Well-capitalized to crush smaller riv

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=== SUMMARY === - The market is experiencing a historic, violent V-shaped recovery, rallying 10-14% in just a few weeks and crushing bearish positions. - The SEC's approval to remove the $25k Pattern Day Trader (PDT) rule is a major talking point, expected to flood the market with retail volume. - Despite the broader market rally, there is underlying anxiety about a delayed impact from global oil shortages and geopolitical conflicts. === SENTIMENT === BULLISH === TRADE IDEAS === SPY - LONG | confidence: 0.85 | sentiment: +0.85 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: The S&P 500 has rallied aggressively, recovering months of losses in days. 2. THE BRIDGE: Bears are continually getting liquidated as the market ignores bad news and pushes toward all-time highs. 3. THE VERDICT: Momentum is heavily skewed to the upside, with retail targeting the $700 level. 4. RISKS: The rally is described as a "once in three decades" move, making it susceptible to a massive reversion candle if momentum breaks. Timeframe: short-term Key Points: - Historic V-shaped recovery in progress - Bears are capitulating and buying calls - Targeting $700 level in the near term - High risk of a sudden, violent pullback AVGO - LONG | confidence: 0.75 | sentiment: +0.80 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: Broadcom (AVGO) announced positive news right after market close. 2. THE BRIDGE: Late put buyers are trapped and will be forced to cover as the stock gaps up. 3. THE VERDICT: Expect a strong green day and continuation pump for AVGO tomorrow. 4. RISKS: Broader market pullback could drag it down despite the individual catalyst. Timeframe: short-term Key Points: - Bullish news announced at market close - Put holders are trapped and liquidated - Expected to pump heavily at tomorrow's open OIL - LONG | confidence: 0.75 | sentiment: +0.65 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: Oil has dropped to $90 despite global supply being decreased by 20% for

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=== SUMMARY === - The dominant theme is an aggressive market pump (SPY targeting $700) driven by premature "war is over" headlines and political tweets, despite underlying geopolitical tensions. - There is massive confusion and discussion regarding the disconnect in the oil market, where futures are dropping below $90 while physical spot prices are at $140 amidst a 20% global supply choke. - The removal of the PDT (Pattern Day Trader) rule is widely celebrated and seen as a major bullish catalyst for retail brokers like Robinhood. === SENTIMENT === BULLISH === TRADE IDEAS === SPY - LONG | confidence: 0.85 | sentiment: +0.80 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: The market is experiencing a massive rally, with SPY approaching $700 on the back of "war ending" headlines and positive political sentiment. 2. THE BRIDGE: Algorithmic trading and retail momentum are aggressively buying any positive news regarding peace talks, ignoring underlying economic or supply chain realities. 3. THE VERDICT: Ride the momentum upward as the market targets the $700 psychological level, but keep cheap OTM puts as a hedge against sudden geopolitical reversals. 4. RISKS: A sudden escalation in the Middle East or realization that peace talks are stalled could cause a severe rug pull. Timeframe: short-term Key Points: - SPY targeting $700 psychological level - Driven by algorithmic news-reading bots - Highly sensitive to "war over" headlines - Cheap puts recommended as tail-risk hedges HOOD - LONG | confidence: 0.75 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: The PDT (Pattern Day Trader) rule has been removed, and Robinhood's prediction markets are gaining traction. 2. THE BRIDGE: The removal of the PDT rule unleashes massive retail trading volume, directly benefiting Robinhood's transaction-based revenue model. 3. THE VERDICT: Go long on HOOD as retail trading activity is expected to surge without the previous day-trading restrictions. 4.

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=== SUMMARY === - Bears are capitulating en masse after consecutive days of SPY ripping, with the index approaching the psychological 700 level. - Oil prices dropped significantly (~7%) despite ongoing US-Iran tensions, tanker blockades, and China supplying weapons. - While the dominant trend is overwhelmingly bullish, several contrarians are buying puts due to the extreme euphoria and potential stalling at ATHs. === SENTIMENT === BULLISH === TRADE IDEAS === SPY - LONG | confidence: 0.85 | sentiment: +0.80 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: SPY has been ripping for consecutive days, causing massive bear capitulation and liquidations. 2. THE BRIDGE: Extreme momentum and forced short covering are pushing the market toward the 700 psychological level. 3. THE VERDICT: Ride the bullish momentum as bears throw in the towel and switch to calls. 4. RISKS: Extreme bullishness in the thread might signal a contrarian top; volume is mediocre and could stall at 695-696. Timeframe: short-term Key Points: - Bears are liquidating massive positions. - Targeting psychological 700 level. - Contrarians are buying puts at close. - Volume is relatively low (50-65m). /CL - LONG | confidence: 0.75 | sentiment: +0.60 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: Oil dropped 7% despite US destroyers blocking Iranian tankers and China supplying weapons to Iran. 2. THE BRIDGE: The geopolitical risk premium is currently mispriced; any physical damage to ships will cause an immediate supply shock. 3. THE VERDICT: Buy oil futures calls for a bounce driven by Middle East tensions and supply gaps. 4. RISKS: Political figures declaring the "war is over" could ease tensions and keep prices suppressed. Timeframe: short-term Key Points: - Oil dumped 7% unexpectedly. - US blockading Iranian tankers. - Potential spike to $120 on escalation. HOOD - LONG | confidence: 0.70 | sentiment: +0.75 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: Users are noting stron

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=== SUMMARY === - The thread exhibits extreme bullish euphoria, with users mocking bears and celebrating a massive market melt-up after months of flat/bleeding action. - Geopolitical tensions appear to be easing, with mentions of Trump stating the war is "close to over," fueling further call buying. - Some skepticism exists regarding the low volume of the pump and the potential for a short-term pullback, but the dominant trend is overwhelmingly long. === SENTIMENT === BULLISH === TRADE IDEAS === SPY - LONG | confidence: 0.85 | sentiment: +0.80 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: The market is experiencing a massive melt-up, breaking a 5-month flat/bleeding streak. 2. THE BRIDGE: Easing geopolitical tensions (Trump stating war is close to over) and government liquidity are forcing bears to capitulate. 3. THE VERDICT: Buying calls on the broader market index remains the dominant and most profitable strategy. 4. RISKS: The pump might be driven by low-volume algos, risking a rug pull. Timeframe: short-term Key Points: - Market breaking out of 5-month slump. - Geopolitical war fears are subsiding. - Bears are capitulating en masse. - Risk of a Thursday/Friday pullback. GOOG - LONG | confidence: 0.75 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: People who initially resist AI eventually adopt it when they need solutions. 2. THE BRIDGE: Google's integration of AI into everyday search and tools creates an inescapable ecosystem for consumers. 3. THE VERDICT: Going long on Google is viewed as a safe, high-probability play based on inevitable user adoption. 4. RISKS: General market pullback or AI fatigue. Timeframe: medium-term Key Points: - AI skeptics eventually become users. - Google is viewed as the safest tech play. - Strong consumer behavioral patterns. UBER - LONG | confidence: 0.60 | sentiment: +0.80 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: Gig workers are earning steady income and reinvesting it di

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=== SUMMARY === - The market is experiencing a relentless 10+ day "faceripping" rally, causing extreme pain for bears holding puts. - Geopolitical fears regarding Iran and the Strait of Hormuz are largely being ignored or fading, fueling further upside. - There is a mix of euphoria from bulls targeting SPY 700 and disbelief/frustration from bears waiting for a pullback. === SENTIMENT === BULLISH === TRADE IDEAS === SPY - LONG | confidence: 0.85 | sentiment: +0.80 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: The broader market has rallied straight up for 10-11 days without a pullback. 2. THE BRIDGE: Momentum is heavily skewed to the upside, forcing bears to capitulate and driving FOMO into short-term call options. 3. THE VERDICT: Ride the momentum upward as the community targets the 700 level. 4. RISKS: The market is severely overextended and vulnerable to a sudden rug pull. Timeframe: short-term Key Points: - 10+ days of straight green candles - Bears are capitulating - SPY 700 is the new meme target - Extreme FOMO driving price action MSFT - LONG | confidence: 0.70 | sentiment: +0.60 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: A highly upvoted comment notes that Microsoft is "still stupid cheap here." 2. THE BRIDGE: Despite the massive broader market rally, MSFT is perceived to have lagged or maintained an attractive valuation relative to its AI peers. 3. THE VERDICT: Buy MSFT as a value/catch-up play in the ongoing tech rally. 4. RISKS: Rising AI compute costs (as noted by Anthropic pricing changes) could impact margins. Timeframe: medium-term Key Points: - Perceived as undervalued - Safe haven in a frothy market - Strong AI fundamentals RDDT - LONG | confidence: 0.75 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: Users report being addicted to the platform and view it as a strong fundamental play. 2. THE BRIDGE: High user engagement and "sticky" daily active users translate to strong ad revenue and data li

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=== SUMMARY === - Extreme bullish euphoria dominates the thread, with users mocking "bears" and celebrating recent massive rallies (+10% to +15% in weeks). - The market is notably ignoring major geopolitical escalations and war news, continuing to push toward all-time highs. - While the consensus is overwhelmingly bullish, a few contrarians warn of an overextended market ripe for a sudden pullback or short opportunity. === SENTIMENT === BULLISH === TRADE IDEAS === SPY - LONG | confidence: 0.80 | sentiment: +0.85 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: The market has rallied aggressively (+10% in 10 days) and bears are completely demoralized. 2. THE BRIDGE: Strong upward momentum is persisting despite negative geopolitical news and war escalations. 3. THE VERDICT: Ride the overwhelming bullish momentum as the market pushes toward all-time highs. 4. RISKS: The market is highly overextended; contrarians warn of a potential -15% crash or a Friday gap-up short opportunity. Timeframe: medium-term Key Points: - SPY 800 EOY target mentioned - Market ignoring war escalations - Bear civilization "annihilated" - High risk of sudden pullback USAR - LONG | confidence: 0.55 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: A user deployed a $100K YOLO into USAR. 2. THE BRIDGE: The trade is entirely dependent on an impending deal being signed by Howard Lutnick. 3. THE VERDICT: Speculative long play anticipating a major deal announcement or merger catalyst. 4. RISKS: Highly speculative binary event; user admits it is a reckless trade. Timeframe: short-term Key Points: - $100K YOLO deployed - Waiting on Lutnick deal signature - High risk binary catalyst OIL - AVOID | confidence: 0.50 | sentiment: -0.60 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: Users explicitly note it is a "super bad week to go long oil." 2. THE BRIDGE: Despite ongoing wars and jokes about global strait blockades, oil is burning long positions. 3. THE VER

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=== SUMMARY === - The community is overwhelmingly mocking bears for celebrating microscopic dips (-0.04%), viewing minor red futures as fuel for further market pumps. - ASML earnings beat expectations with raised full-year guidance, though Q2 guidance was slightly light. - Macro discussions highlight geopolitical tensions (Iran blockade, oil tankers) but the market seems largely unfazed, with S&P 500 futures pushing over 7,000. - Consensus is strongly bullish on the broader market (SPY), anticipating a push toward 720, while bears are viewed as trapped liquidity. === SENTIMENT === BULLISH === TRADE IDEAS === SPY - LONG | confidence: 0.85 | sentiment: +0.80 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: Bears are aggressively shorting and buying puts on microscopic market dips (-0.04%). 2. THE BRIDGE: This heavy short positioning provides the necessary liquidity and short-squeeze fuel for violent upward pumps. 3. THE VERDICT: Go long on SPY as the market ignores geopolitical noise and targets the 720 level. 4. RISKS: Geopolitical escalation (Iran blockade) or an unexpected emergency rate cut scenario. Timeframe: short-term Key Points: - Bears celebrating tiny dips (-0.04%) - Heavy put buying fuels violent pumps - S&P 500 futures already over 7,000 - Next community price target is 720 - Geopolitical fears largely ignored ASML - WATCH | confidence: 0.75 | sentiment: +0.60 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: ASML reported a Q1 beat on net sales (€8.77B vs €8.55B est) and net income, and raised FY guidance. 2. THE BRIDGE: While Q2 guidance was slightly below estimates, the raised full-year outlook suggests long-term strength in the semiconductor sector. 3. THE VERDICT: Watch for price action at the open; long-term investors may take profits, but the underlying business remains strong. 4. RISKS: Q2 guidance miss (€8.4B-€9.0B vs €9.04B est) could cause short-term selloffs. Timeframe: medium-term Key Points: - Q1 Net Sales beat estimates -

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=== SUMMARY === - Dominant theme is market overextension and disbelief at the rapid, relentless rally to new highs amid geopolitical uncertainty. - Strong focus on semiconductor sector (ASML) due to raised guidance and sustained AI demand. - Undercurrent of bearish skepticism (calling for a pullback) conflicting with bullish momentum (fear of missing out). - Notable consensus or disagreements: Clear divide between those riding the bullish momentum and those viewing the rally as an overextended, politically-driven pump destined for a sharp correction. Agreement on semiconductor strength. === SENTIMENT === MIXED === TRADE IDEAS === ASML - LONG | confidence: 0.75 | sentiment: +0.8 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: ASML raised its 2026 sales outlook, confirming AI chip demand continues to outpace supply, with memory customers sold out for the year. 2. THE BRIDGE: This fundamental supply/demand imbalance suggests strong future earnings, making any price dip a buying opportunity for related chip stocks. 3. THE VERDICT: Strong sector tailwinds and guidance support a long position in ASML and related semiconductor names. 4. RISKS: General market overextension could lead to a broad correction that drags down even strong fundamental stories. Timeframe: medium-term / long-term Key Points: - ASML raises 2026 guidance - AI demand > supply - Memory customers sold out - Dip seen as buying chance - Sector play (MU, SNDK) SPY - WATCH | confidence: 0.65 | sentiment: +0.3 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: The market (SPY) has rallied +15% in two weeks to all-time highs, which many commenters view as historically overextended and disconnected from fundamentals/geopolitical risks. 2. THE BRIDGE: This creates a dichotomy: momentum could continue pumping (to $710), but the setup is ripe for a sharp, sentiment-driven reversal to "punish euphoria." 3. THE VERDICT: High risk and high uncertainty suggest a cautious watch stance, waiting for a c

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=== SUMMARY === - Geopolitical tensions are rising with the U.S. deploying troops to the Middle East to pressure Iran, but the market has surprisingly recovered its recent "war losses." - There is widespread disbelief regarding the market's rapid V-shape recovery, with many users anticipating a pullback or "fade" of the recent bullish momentum. - The community is highly divided; some are eyeing SPY 700, while others are loading up on puts expecting a red day due to overextension and geopolitical risks. === SENTIMENT === MIXED === TRADE IDEAS === SPY - SHORT | confidence: 0.75 | sentiment: -0.40 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: The market has rapidly recovered from recent geopolitical drops, despite new troop deployments to the Middle East. 2. THE BRIDGE: The disconnect between escalating Middle East tensions and the rapid market recovery creates a setup for a sharp pullback. 3. THE VERDICT: The market is overextended and ignoring macroeconomic risks, making puts an attractive contrarian play. 4. RISKS: The market may continue its irrational pump toward the 700 level driven by momentum. Timeframe: short-term Key Points: - Market recovered war losses in just 15 days - U.S. deploying more troops to Middle East - Bears are eyeing a fade of the recent rally - High risk of a sudden pullback MSFT - LONG | confidence: 0.70 | sentiment: +0.80 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: Users are calling for Microsoft to push toward new all-time highs (ATHs) amidst the broader market recovery. 2. THE BRIDGE: As the broader market approaches major psychological levels (like SPY 700), mega-cap tech leaders like MSFT are expected to lead the charge. 3. THE VERDICT: Going long on MSFT captures the upside of the tech-driven market momentum. 4. RISKS: Broader market geopolitical fears could drag down the entire tech sector. Timeframe: short-term Key Points: - Community calling for new ATHs - Strong momentum in mega-cap tech - Acts as a safer

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=== SUMMARY === - Geopolitical tensions dominate the discussion, specifically a complex blockade situation in the Strait of Hormuz disrupting the energy sector. - Market participants are highly skeptical of recent headline-driven pumps regarding US-Iran truces, viewing them as fragile "concepts of a deal." - There is a notable consensus that the broader market (SPY) is hitting heavy resistance around the 700 level, prompting several users to sell their positions in anticipation of a downturn. === SENTIMENT === MIXED === TRADE IDEAS === SPY - SHORT | confidence: 0.75 | sentiment: -0.60 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: The market is approaching the 700 level amidst severe geopolitical disruptions in the energy sector (Hormuz blockade). 2. THE BRIDGE: Historically in this cycle, approaching 700 has triggered heavy selling ("gets real dumpy"), and current headline-driven pumps lack fundamental stability. 3. THE VERDICT: Shorting or taking profits on the broader market is favored due to technical resistance and looming geopolitical downside risks. 4. RISKS: The market could push to all-time highs purely on momentum ("vibe trading") or unexpected definitive truce agreements. Timeframe: short-term Key Points: - SPY faces major resistance at 700. - Multiple users report selling all positions. - Geopolitical headline risk is extremely high. - Truce agreements viewed as fragile. Airlines - SHORT | confidence: 0.70 | sentiment: -0.70 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: The energy sector is facing massive disruption due to the Iranian blockade of the Strait of Hormuz. 2. THE BRIDGE: Spiking oil prices and geopolitical instability historically lead to demand destruction in the travel sector. 3. THE VERDICT: Shorting airlines is a logical macro play to capitalize on the downstream effects of the energy shock and reduced travel demand. 4. RISKS: A sudden, concrete resolution to the Hormuz blockade could cause oil prices to crash and

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