Hormuz in focus, new shipping route / AfD wins big / FED Sep hike : 60% priced in / JPN sold UST's to fund intervention
- sc0172
- 3 hours ago
- 2 min read

AfD Wins in Saxony-Anhalt – A Debacle for the CDU
US diesel prices have risen 23% in the last two months, to a new record high of $5.85 >>> the changes underneath the surface could be felt for years-decade (UAE quit OPEC, Hormuz shipping pattern changed, Russia, US, Africa become big suppliers, China key swing buyer, freight rates surging etc..structural changes happening)
Markets : Nikkei a little higher, crude prices on highs again on fresh Iran-U.S strikes, Brent $97, markets have now 60% priced in for a FED hike at the Sep meeting, USD struggles even as hike odds strengthened, USDJPY remains offered, must go sub 155 area for the JPY bulls and interventions to be more meaningful in terms of changing/turning medium.-term momentum that has been in place for years, Japan likely sold Treasurys to fund yen intervention!!..huh hoh (>>> that's why Bessent talked-started the buy backs..).., U.S Diesel jumps to highest price in history,
Hormuz disruption deepens: Iran will announce a restricted zone outside the Strait of Hormuz in coming days, with tanker traffic through the waterway falling to its lowest since May, raising the prospect of a prolonged Middle East supply shock >>> Iran says it will declare a restricted zone near the Strait of Hormuz and announce a new shipping route agreed with Oman "in the coming days."
President Xi Jinping proposed a four-point framework during talks with Egyptian President Abdel-Fattah El-Sisi, centered on regional ownership, comprehensive security governance, development-led stability and greater international coordination
China's 🇨🇳 Xi Jinping is preparing to bring a large delegation of Chinese CEOs to Washington for his Sept. 24 summit
DeepSeek plans to deploy over 100,000 Huawei chips to reduce reliance on Nvidia
The Saxo Group realises the importance of transparency as it works to maintain its prominent market position. Relevant information and reports are available below to help investors stay informed about the organisation.
We encourage you to review these documents to gain an insight into Saxo's performance, philosophies and future goals.
Lisa Abramowicz on X: "US diesel prices have risen 23% in the last two months, to a new record high of $5.85. https://t.co/QBjIyJe9sb" / X
Barchart on X: "Japan dumped $88 Billion of foreign securities last month, their largest such sale in history 🚨 🚨 https://t.co/Pj1kc4sqGG" / X

.png)
Comments