Macro Aftermath Archived

Obsesja rynków energii wąskim punktem, Cieśniną Ormuz.

Aktywność spada — narracja traci na znaczeniu.

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TickerSektorZmiana
DHT Energy +18,6%
U Technology -12,6%
P — +11,2%
WTI Energy -6,9%
S Technology +6,8%

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Lip 01, 2026 Still The (Military) Base Case Neutral

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