Markets are trading like a theatre of the absurd — where one headline can flip everything in seconds.
Within hours, threats of escalation turned into ceasefire hopes, sending oil plunging, equities soaring, and investors scrambling to keep up. But just as quickly, doubts crept back in.
At the center of it all: the TACO trade — the idea that Trump ultimately “chickens out.” It’s worked before. But what happens when the other side doesn’t play along?
With tensions in the Middle East driving energy prices and sentiment, markets are caught between fear of escalation and fear of missing the next rally.
Is this just another dip to buy… or the start of something bigger?
Watch the full episode to find out more!
Intro
1:14 Middle East clashing headlines leads to blurred direction
4:10 The S-word
6:04 PMIs to point at slowing global economic activity










