Welcome to Mid-Week Macro for Wednesday 15th April 2026.

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This post and video are FREE for everyone, and discusses:

* Is the Middle East conflict all about oil v rare earths?

* Latest commodity and equity updates

* And much more!

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Mid-week Polymarket market

Thank you Polymarket for sponsoring the mid-week macro. Given the recent truce, we check in again with the odds of Strait of Hormuz traffic going back to ‘normal’ by the end of April.

I said it last week and I will say it again, I am not buying it and do not see this happening whatsoever. This market is priced way too high. The ceasefire and the current situation is not to be trusted!

Please do subscribe to Polymarket on Substack.

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Jeremy will likely be on the show in due course.

Podcasts & Posts & Article Links

Is The Iran War Good For The Petrodollar? | ZeroHedge

Bank of America Jumps On Record Equity Trading Revenue, Net Interest Income Forecast Increase, Offset By FICC Miss | ZeroHedge

Gina Rinehart: Australia's richest person must share part of her mining fortunes, court rules

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