Morning Dose #336: Oil Spikes, Fed Turns Hawkish: Trading the Storm – Wednesday 9/9/2026

Episode summary

Brent crude jumps back to $100 on renewed Iran hostilities and a Houthi strike on Aramco, fueling inflation fears just as the new Fed Chair strips out forward guidance and hike odds surge. With breadth deteriorating and only semis holding up, the hosts break down the defensive rotation and lay out a controlled-risk playbook built around the CRWD reversal level ahead of Thursday’s PPI and Friday’s CPI.