Editorial companion

What stands out

A sudden uptick in tanker attacks in the Strait of Hormuz pushed oil higher while a surprisingly strong U.S. jobs report landed in the same news cycle, and markets reacted to both at once. Bloomberg highlighted the dual pressure: commodity commentary from Goldman Sachs' Daan Struyven on the supply-side hit to energy markets, and ING's Deepali Bhargava on how the macro picture changes when labor data surprises. The U.S.