Ceasefire announced. Signal delivered!

Markets rip!

Same playbook. But this time might be different…

In the past, a signal was enough.

A tweet, a pivot, a pause and the system reset.

This time, the system is physical.

You can’t tweet LNG infrastructure back online.

You can’t instantly clear a shipping chokepoint.

You can’t reverse supply disruption with sentiment.

The market is trading the headline.

The question is whether it’s underestimating what’s already been set in motion.

Full framework here ↓