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## news and INSIGHTS

### [Why a Rate Hike in Tokyo Could Hurt Your Portfolio *What happens when the world's cheapest, high-quality source of capital gets more expensive? Markets may find out soon.* Read more](https://4972039.hs-sites.com/siebert-blog/kakao-rss-feed-test/why-a-rate-hike-in-tokyo-could-hurt-your-portfolio?hsLang=en)

### [Chips, Oil, and the Next Supply Crisis *The next inflation shock may not come from oil–it may come from chips* Read more](https://4972039.hs-sites.com/siebert-blog/chips-oil-and-the-next-supply-crisis?hsLang=en)

### [When Narrative Becomes a Weapon *Markets ripped higher on rumors of a Middle East breakthrough, but the Strait of Hormuz story changed fast. Here’s why...* Read more](https://4972039.hs-sites.com/siebert-blog/kakao-rss-feed-test/when-narrative-becomes-a-weapon?hsLang=en)

### [The Market’s Favorite Placebo: Strategic Oil Reserves *Energy-driven inflation is back in focus as the Strait of Hormuz disruption collides with Fed policy expectations.* Read more](https://4972039.hs-sites.com/siebert-blog/kakao-rss-feed-test/the-markets-favorite-placebo-strategic-oil-reserves?hsLang=en)

### [Look Both Ways: Energy, Equities, and the Trump Put *Markets digest Middle East conflict as oil spikes, the dollar rallies, and volatility surges. Energy leads the...* Read more](https://4972039.hs-sites.com/siebert-blog/look-both-ways-energy-equities-and-the-trump-put?hsLang=en)