Looking at today's headlines, I see three distinct signals that don't align: 1. Fed hawks pushing rate hikes while 30-year mortgage rates already at 6.66% (highest in a year) — the market is frontrunning tightening the Fed hasn't committed to yet. 2. Oil majors crushing earnings ($XOM, $CVE posting combined $26.5B Q2 profits) off the Iran geopolitical premium, but this is cyclical noise, not structural demand. 3.

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