The Morning Dose
Morning Dose #242: The Hope Trade: Oil, Ceasefire, and Repricing Momentum – Wednesday 4/8/2026
0:004:45
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Episode summary
Markets surge on a surprise U.S.-Iran ceasefire brokered by China and Pakistan, triggering a sharp oil drop, cooling inflation, and a broad-based risk-on shift. We break down the regime change, sector rotation, and tactical setups — with clear caveats about the fragile truce.