Eye On The Market

Author: Michael Cembalest

Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
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Language: en

Genres: Business, Investing

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Salem’s Lot: Gulf War update; the Purge of senior US military officers; a US fossil fuel reliance fever dream
Episode 91
Monday, 6 April, 2026

Salem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the US, the limits of energy independence, Gulf temperatures and their relevance to US military options, the proposed Iranian toll on the Strait of Hormuz, the cost per payload of asymmetric warfare and our commodity price tracker. Also: the history of Presidential firings of senior US military officers, and a US fossil fuel reliance fever dream. Watch the video