Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Axiom Markets | Energy & Macro Profile picture
Axiom Markets | Energy & Macro
@AxiomMarkets
Market insights · Macro & geopolitics · Tracking what moves price before it moves. Daily analysis ↓
Apr 20 • 8 tweets • 2 min read
Day 51 of the Hormuz crisis.
Brent $94. Consensus: "priced in."

My read: the biggest macro dislocation of 2026 is loading — and positioning is brutally wrong.

Here's what happens in the next 48 hours 🧵 Image The IMF warned this week: "We're not going back to the Goldilocks scenario." ( CNBC )

Translation: even with a deal, the inflation premium is structural.

13M bpd shut-in. 500M+ barrels of cumulative lost supply. CNBC A deal tomorrow still needs months to clear the backlog.