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AMZN layoffs - AI / Hormuz has to reopen or else.. / Next for USD ?/ G7 meeting today - release of crude reserves at play

  • sc0172
  • 3 hours ago
  • 4 min read

  • G7 Finance ministers will discuss a joint release of petroleum from reserves co-ordinated by the IEA in an emergency meeting on Monday. Iran appears to be demanding the unconditional withdrawal of US forces from the Middle East, the end of American military presence in West Asia, and the unconditional surrender of Israel >>> Operation Epic Fury is in danger of turning into Operation Epic Failure

  • Markets : WTI trades up to $115 overnight (down to $100 again on G7 chatters), over 30 Iranian oil depots Israel bombed on Saturday without warning Washington about the real scale, America's NatGas bounty, Global Bond market sell-off!..nowhere to hide.. (higher oil, higher inflation - no more cut - stagflation) , The White house says/wants a 4-6weeks conflict, the mechanism says 6months or more (ONE OF THEM IS CATASTROPHICALLY WRONG..), 'The Strait of Hormuz was not closed by mines, missiles, or warships. It was closed by seven insurance letters' - The war ends when the reinsurance market says it ends. Not when the White House says it ends >>> A REMINDER that nothing really works for any length of time.. with $100-125 WTI for the world economy, nothing..!, so due to markets hurting bigly.. TRUMP will somehow TACO and retreat (WHEN, today, next week, next months?), take troops out of ME, say he's won the war-declare victory, and the new Iranian leader has 40years reign in front of him courtesy of Trump.., U.S can then focus on something else, Cuba maybe, THE PRESSURE TO REOPEN HURMUZ will be huge from here, the economic price is enormous if this last much longer.. The USDollar should / will weaken from here, once the short-term 'risk-off bid' goes away..

  • Bond markets tumbled in Asia trading as an oil price shock prompted investors to price in higher inflation and deteriorating economic growth... #stagflation Yields on US Treasuries rose +7bps and expectations for the Fed’s next quarter point rate cut have been scaled back to September

  • #AMZN Amazon made their 2,847 engineers spend 8 months documenting every code pattern, every debugging workflow, every optimization trick. Then fed it all to AI. Then fired them..

  • Trump's decision to bomb Iran is now the greatest windfall to the Russian war effort on record. If it continues, it might save the Russian war economy..









The White House says 4 to 6 weeks. The mechanism says 6 to 18 months. One of them is catastrophically wrong. The entire global allocation framework depends on which. Nine days into Operation Epic Fury, the kinetic campaign is succeeding by every traditional military metric. Iranian air defences are 80% destroyed. Missile launches are down 86% from opening-day peaks. Forty-three warships sunk. Three thousand targets struck. Air superiority achieved in 48 hours. Oxford Economics projects intense strikes wrapping within 1 to 3 weeks, settlement attempts within 2 months. Trump’s press secretary has repeated the 4 to 6 week timeline three times. None of this matters for the question that actually determines global market pricing.

The war ends when the reinsurance market says it ends. Not when the White House says it ends








Peak sold prices suffer significant drops as high taxes crush the market








 
 
 

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