George Hahn

Gratitude.

And eventually, a generation of Cubans who love America and associate it with their own prosperity rather than an embargo.

Empathy isn't a sign of weakness.

It's the most ruthlessly effective weapon in the American arsenal.

Welcome to The Week from Prop G Media, where we break down what mattered and what it all means.

I'm George Hahn, and it's Friday, May 29th.

This week, we take a look at why the bond market is panicking and why that panic has been a long time coming.

War is pushing up oil prices, oil is feeding inflation fears, and inflation fears are pushing borrowing costs higher.

Let's get into it.

Let's start where the news started, Iran, day 88 of the war.

On Tuesday's Raging Moderates, Scott had a fitting analogy for where things stand.

The reported framework of ceasefire extension, Hormuz reopening, and resumed Iranian oil sales may sound like progress.

Markets certainly treated it that way.

Oil prices fell this week on hopes that shipping through the Strait of Hormuz could normalize again.

But the details remain murky, and even the White House has disputed parts of this reporting.

Scott and Jess call it like it is, an exit ramp dressed up as deal-making.

Trump declares a vague victory and leaves.

Iran probably comes back stronger.

And while the US is stuck in the forest, China has been inching closer and closer to Russia.

Putin and Xi met in Beijing this month with new signs of energy and strategic cooperation.