Happy..?..Brexit anniversary day / U.S strikes Iran, how successful is 'the' Q.! / Markets quiet, incl Crude
- Stéphan

- Jun 23
- 3 min read

Happy Brexit referendum day ! Time to rejoin? Most voters now support referendum to reverse Brexit – YouGov
Markets : pretty calm, so far anyway. Higher crude prices, JPY weakens. Quite frankly, the rest is pretty orderly! doomsters not rewarded. Huge military might from the U.S being shown to everyone, yet apparently the 'sites' in Iran had been cleared before ? hence 'few' casualties', was there really such great intel ??...Iran can respond now to save face (and 'miss'), then they can all sit down and come up with new Abraham Accords deals, peace talks etc..? Traffic as usual in Hormuz.., Brent back to where it was on Friday, and so is pretty much everything else >>> reminder : this is the time when every tourist on various media channels become specialist on Middle East, Iran geopolitics >>> Fluid situation, risk has been reduced for clients, awaiting calmly for new opportunities
Multiple oil tankers crossing the Strait of Hormuz this morning, both in and outbound. No even a hint of disruption/Javier Blas
According to the New York Times, U.S. intelligence believes Iran removed approximately 400 kilograms of uranium enriched to 60% purity from the Fordow facility prior to the strike. The current location of this nuclear material is unknown to the United States
Tesla worries, Tesla robotaxi: Texas lawmakers ask to delay launch in Austin
Germany and Italy are facing calls to move their gold out of New York following President Donald Trump’s repeated attacks on the US Federal Reserve and increasing geopolitical turbulence
Gold is leaving the vault! COMEX inventories are falling
Fed's Waller was dovish in his interview Friday, tariffs are a one-time effect, pushed back against the idea of persistent price increases. Waller somewhat diverted from Powell's forward-looking monetary policy idea and advocated for lowering the policy rate potentially "as early as July." He said that inflation data have been fine, which gives the committee room to lower rates. He mentioned that the magnitude of impact from tariffs is likely to remain the same and uncertainty persists around the timing
Why...how about europe united ?.. in its overall efforts..
Financial Times on X: "Germany and Italy are facing calls to move their gold out of New York following President Donald Trump’s repeated attacks on the US Federal Reserve and increasing geopolitical turbulence. https://t.co/PdrJPzZ7Oy https://t.co/bx5pNj7rw9" / X
Global Markets Investor on X: "⚠️True US Dollar bear markets are usually 20-40%: 1970s (-30%) - End of Bretton Woods (USD delinked from gold) 1980s (-40%) - Plaza Accord (G7 nations devalued USD to reduce trade deficits) 2000s (-30%) - Post-9/11 policy shifts, Fed rate cuts The US Dollar is down 9% YTD. https://t.co/N9xkkviI5Z" / X
nothing wrong with diversifying some.. making sure to ADD XPTUSD PLAT too
Steve Hanke on X: "Gold is leaving the vault! COMEX inventories are falling. Demand for physical gold is exploding. BUY GOLD, WEAR DIAMONDS. https://t.co/Octn6ZvDf5" / X

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