top of page

Helium / Greece up! / Trump wants to leave Iran within 2-3weeks, crude, $ and Eq react accordingly, post month-end..

  • sc0172
  • 2 days ago
  • 3 min read

  • Semiconductor Manufacturing - without Helium from Qatar? not so fast... - Iran war update, fast moving : Trump Says U.S. Will Be Leaving Iran in 2-3 Weeks. The president says U.S. has eliminated Iran’s nuclear threat and ‘it will take 15-20 years' to rebuild, U.A.E. Wants to Force Hormuz Open and Is Willing to Join the Fight. The Gulf state has begun a campaign to persuade the U.S. and allies in Europe and Asia to open the waterway by any means necessary. (WSJ)

  • Markets : Trump seems to sort of signal a TACO within 2-3weeks, job done apparently.. (all very vague...! and it takes TWO to TACO..), crude, usd, equity react accordingly (already got a positive kick into oversold monthly close..), KOSPI up 8% (total casino), Japan business mood hits 4-Year high, MSCI upgrades Greece >>> crude swiftly down 5% or so on the headlines, USD and equity react accordingly, the 5% short covering rally done literally within 24-48hours.. in QQQ, quite amazing really..today's markets, algo's pretty wild, many issues will remain in the global economy, so let's be prudent with big macro view change, calls.. not going to happen so easily.. and Trump may yet change his mind..

  • Blue Owl Capital Closes New Asset-Backed Fund With $2.9 Billion in Total Commitments- The Asset Special Opportunities Fund IX exceeded an original target of $2.5 billion, suggesting that there remains an appetite from some investors to continue putting money into private credit. (WSJ)

  • Non-Cash-Generating Private-Credit Loans Rise to a 14-Year Peak, Fitch Say

  • Blackstone, Ares, Rivals Grilled by Congress Over Private Credit, KPMG Faces Allegations of Blown Audit in Private Credit Collapse




Trump says the US is 'leaving soon' and has 'nothing to do' with the Strait. He started a war, lost it, closed the Strait, and now he's pretending it was never his problem. This is what failure looks like


























 
 
 

Comments

bottom of page