RockstarMarkets
Updated 3m ago

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Each blip is a ticker the market is talking about. The further from the centre, the louder the conversation. Color is sentiment, color of the wedge is the theme. Top three pulse — those are the loudest right now.

Narratives live
16
Mentions · 24h
442
Articles · 24h
549
Sources
1
Aggregate signal across every live narrative

Market mood

-25
Cautious
Sentiment · weighted
90
Surging
Momentum
Notable today · auto-curated by Rocky
Hormuz Oil Flows Collapse 30% as Iran War Stalls Global Supply
Crude and fuel throughput through the Strait of Hormuz fell nearly 6 million barrels per day in Q1 2026, marking the lowest flows since the 1990s as US-Israel conflict disrupts tanker routes. Saudi output hit 1990s lows and oil inventories are draining at record pace, pushing 30-year Treasury yields to 5% for the first time since 2007 and triggering stagflation fears across emerging markets and developed economies.
Hot US Inflation Data Crushes Fed Rate-Cut Bets, Yields Spike
Producer prices jumped 6% year-over-year in April, fastest since 2022, as energy costs surge from the Iran supply shock. The hotter-than-expected CPI and PPI prints forced markets to reprice Federal Reserve policy, eliminating nascent 'pivot' trades and sending 10-year Treasury yields to multi-month highs. Fed officials including Boston's Susan Collins signaled rates will remain on hold for 'some time' despite persistent inflation.
Trump Beijing Summit Lifts Tech Stocks on Tariff Relief Hope
President Trump is bringing NVIDIA, Tesla, and Apple executives to China talks with Xi Jinping, signaling potential negotiations on AI partnerships and trade barriers. The move sparked a tech rally on bets for tariff relief or joint venture opportunities, though geopolitical risks remain elevated from the broader Iran conflict.
16 active narratives · sized by activity, colored by sentiment

Stories driving the noise

475 signals3 sources

Hot CPI and PPI Print Reignites Fed Delay Narrative

US inflation data released on May 13 showed producer prices rising 6% year-over-year, the fastest pace since 2022, reviving concerns that the Federal Reserve may need to hold rates higher for longer. The data sent Treasury yields to their highest levels since July and rattled risk assets across equities and crypto.

$BTC$ETH$NVDA$TSLA$^GSPC$^IXIC$USDJPY
-50 sentiment90 momentum
475 signals3 sources

Hot CPI and PPI Data Delay Fed Rate Cut Cycle

Hotter-than-expected US inflation readings (CPI and PPI) on May 13 have forced traders to sharply extend Fed rate-cut expectations. The market is now pricing a later terminal rate and tightening window, inflaming bond volatility and pressuring growth equities.

$^IXIC$^GSPC$NVDA$TSLA$CL
-55 sentiment90 momentum
389 signals1 sources

Trump brings tech CEOs to Beijing talks

President Trump invited NVIDIA, Tesla, and Apple executives to join his China summit with Xi Jinping, sparking speculation about US-China AI and trade negotiations. The move sent tech stocks surging on hopes of tariff relief or joint ventures.

$NVDA$TSLA$AAPL$^IXIC$^GSPC
+65 sentiment90 momentum
376 signals3 sources

US CPI and PPI Beat Estimates; Fed Rate Cut Delay Pressures Yields and Equities

Hotter-than-expected US inflation data in April, including core CPI and producer prices at fastest pace since 2022, reignite recession fears and force market repricing of Fed rate-cut odds, pushing 10-year Treasury yields to highest since July and dragging down tech stocks.

$^IXIC$^GSPC$NVDA$TSLA$AVGO
-55 sentiment90 momentum
277 signals2 sources

Trump-Xi summit sparks NVIDIA and China AI rally

President Trump's arrival in Beijing with NVIDIA CEO Jensen Huang and other tech executives has ignited speculation that US AI infrastructure, particularly advanced chips, could find legal pathways into China. Chinese AI stocks surged on the news as traders bet that trade restrictions on H200 shipments might ease during diplomatic talks.

$NVDA$AMD$AVGO$TSLA$AAPL
+55 sentiment90 momentum
265 signals2 sources

Hot inflation data crushes rate cut hopes, bonds selloff

US producer prices accelerated in April to the fastest pace since 2022, catching markets off-guard and forcing a sharp repricing of Federal Reserve policy expectations. The data wiped out nascent 'Fed pivot' trades and sent Treasury yields to their highest levels since July, signalling that sticky inflation may force the central bank to hold rates higher for longer.

$^GSPC$^IXIC$DX-Y.NYB$CL
-65 sentiment90 momentum
195 signals1 sources

Hotter-Than-Expected US Inflation Stalls Rate-Cut Bets

US inflation data released on May 13 came in hotter than forecast, with producer prices climbing at the fastest pace since 2022 and core CPI still sticky. This has forced the market to reprice expectations for Federal Reserve rate cuts, pushing the terminal rate lower and roiling both equities and bonds.

$^GSPC$^IXIC$CL$DX-Y.NYB
-55 sentiment90 momentum
180 signals2 sources

Altcoin ETFs Surge as Traders Rotate Out of Bitcoin

XRP and Solana ETFs are pulling in heavy inflows while Bitcoin and Ethereum experience net outflows, signaling a tactical rotation toward smaller-cap crypto assets amid regulatory optimism around XRP's commodity status.

$BTC$ETH$XRP$SOL
+55 sentiment90 momentum
155 signals3 sources

Hot inflation data complicates Fed rate-cut expectations

US wholesale inflation accelerated in April to the fastest pace since 2022, with the producer price index rising 6% year-over-year, pushing bond yields higher and raising questions about when the Federal Reserve can begin cutting rates. The data undermines recent bets on a near-term policy pivot and signals that sticky inflation remains a headwind for equities.

$^GSPC$^IXIC$^VIX$CL
-50 sentiment90 momentum
135 signals2 sources

Iran War Triggers Global Inflation and Energy Crisis

$CL$BZ$NG
-60 sentiment90 momentum
110 signals1 sources

Hot inflation data delays Fed rate-cut bets

$DX-Y.NYB$GC$CL
-45 sentiment90 momentum
110 signals2 sources

Iran conflict tightens oil markets, stagflation fears mount globally

$CL$BZ$DX-Y.NYB
-70 sentiment88 momentum
45 signals3 sources

Iran War Chokes Hormuz Flows to 60-Year Lows; Global Supply Chain Strain Highest Since 2022

$CL$BZ$^GSPC
-45 sentiment90 momentum
0 signals3 sources

Iran war deepens oil supply crisis; tanker diversions and geopolitical risk

$CL$BZ$DX-Y.NYB
-70 sentiment90 momentum
0 signals1 sources

Iran conflict deepens supply crisis; OPEC oil output near 1990 lows

$CL$BZ$DX-Y.NYB
-60 sentiment90 momentum
0 signals2 sources

Iran Conflict Drives Oil Supply Shock; Energy Costs Pressure Margins Across Economy

$CL$BZ$DX-Y.NYB
-70 sentiment88 momentum
Total activity tracked: 991 events across 28 symbols
Where the conversation is concentrated

Sector pulse

Per-narrative velocity · last 24h · who's covering it

Source coverage

Narrative

Iran War Chokes Hormuz Flows to 60-Year Lows; Global Supply Chain Strain Highest Since 2022

Hormuz oil flows collapsed nearly 30% in Q1 2026 to lowest levels since the 1990s, as the Iran-Israel conflict disrupts tanker routes and fuel supply. Global supply chain volatility hit highest level since 2022 crisis; firms now stockpiling ahead of further inflation and shortages.

Sentiment
-45
Momentum
90
Activity
45
$CL$BZ$^GSPC$COST
Narrative

US CPI and PPI Beat Estimates; Fed Rate Cut Delay Pressures Yields and Equities

Hotter-than-expected US inflation data in April, including core CPI and producer prices at fastest pace since 2022, reignite recession fears and force market repricing of Fed rate-cut odds, pushing 10-year Treasury yields to highest since July and dragging down tech stocks.

x 100
Sentiment
-55
Momentum
90
Activity
376
$^IXIC$^GSPC$NVDA$TSLA$AVGO+1
Narrative

Hotter-Than-Expected US Inflation Stalls Rate-Cut Bets

US inflation data released on May 13 came in hotter than forecast, with producer prices climbing at the fastest pace since 2022 and core CPI still sticky. This has forced the market to reprice expectations for Federal Reserve rate cuts, pushing the terminal rate lower and roiling both equities and bonds.

Sentiment
-55
Momentum
90
Activity
195
$^GSPC$^IXIC$CL$DX-Y.NYB$JPM
Narrative

Hot CPI and PPI Print Reignites Fed Delay Narrative

US inflation data released on May 13 showed producer prices rising 6% year-over-year, the fastest pace since 2022, reviving concerns that the Federal Reserve may need to hold rates higher for longer. The data sent Treasury yields to their highest levels since July and rattled risk assets across equities and crypto.

x 100
Sentiment
-50
Momentum
90
Activity
475
$BTC$ETH$NVDA$TSLA$^GSPC+2
Narrative

Iran war deepens oil supply crisis; tanker diversions and geopolitical risk

Oil production and export disruptions caused by the US-Israeli war on Iran are compressing global crude supply to multi-year lows. Saudi Arabia's output hit 1990s levels, tanker diversions are straining logistics, and energy import costs are spiking across emerging markets and developed economies alike.

Sentiment
-70
Momentum
90
Activity
0
$CL$BZ$DX-Y.NYB$EURUSD
Narrative

Hot inflation data complicates Fed rate-cut expectations

US wholesale inflation accelerated in April to the fastest pace since 2022, with the producer price index rising 6% year-over-year, pushing bond yields higher and raising questions about when the Federal Reserve can begin cutting rates. The data undermines recent bets on a near-term policy pivot and signals that sticky inflation remains a headwind for equities.

Sentiment
-50
Momentum
90
Activity
155
$^GSPC$^IXIC$^VIX$CL$DX-Y.NYB
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