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UAE : UST's & USD, CNY warning / Hormuz in focus, deadline tomorrow/ Islamabad talks 2.0, who's in ?

  • sc0172
  • 4 days ago
  • 3 min read

  • Markets : 50 days later, we’re back to no-fighting, no-peace, but also no-oil, inflation clock restarted, confusion rules, Islamabad talks over next 24hours (who's in?, Vance was, wasn't and seems to be going again >>> because he cannot wait much at all..(Iran can..), Trump will do a botched deal which is not different than and/or looks remarkably similar to what Iran was willing to consider before the war... (or all hell breaks, which is no-one's interest..?..), USD should remain soft, PM's will continue to do well, risk, well part of equity world is taken as a 'hedge' against inflation, UST's to be avoided unless you have to, BTC doing OK, seems 65-70K support has now held for long while (bulls ), allow for delay, trust running thin between U.S and Iran, it won't be settled in days, it's been 50years..

  • Geopolitics : Iraq is spending $17B to make the Strait of Hormuz irrelevant (Thread)

  • #USD #UST UAE to Trump Administration: "You started this war; if we run short of USDs as a result of it, either you will give us USD swap lines, or we will be forced to start transacting oil and gas in CNY and other currencies." WSJ

  • The IMF is now in total panic mode with the unravelling of Milei. So, they’re forking out more money in an attempt to stem the rising inflation, unemployment, and popular anger, looks like Musk's best friend has hit the economy hard..









$111 trillion in global debt And every country on this chart is printing more to survive an oil shock they didn't see coming.  US: $38.3T growing 8% annually  China: $18.7T growing 18% annually, 14x faster than global average  EU: $17.6T energy crisis hitting reserves  Japan: $9.8T 80% of oil through blocked Hormuz The debt machine never stops. But Hormuz just made every number on this chart worse.























 
 
 

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