The ceasefire expired. The Strait opened. Iran fired on ships. The Strait closed. In 48 hours, three separate primary source events reversed each other. The framework documented the instability before it arrived. The April 29 FOMC meets in ten days. The April CPI on May 13 is the first full-month read. The data calendar does not move because the diplomatic calendar is volatile.
"The Strait was declared open. WTI fell 8.60% in a single session. Tankers attempted transit. Iran fired on them. The Strait is closed again.
None of this changed the April CPI reference period. None of it moved the April 29 FOMC meeting date. None of it altered the ISM Prices Paid trajectory at 59.0 → 70.5 → 78.3. The data calendar is not diplomatic. It does not pause for ceasefire volatility. May 1. May 8. May 13. Those dates are fixed. The primary source data that fills them is not." — Gideon
The synthesis is Gideon's. The decision is yours.