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Showing posts with the label inflation

Oil futures break the $100 psychological barrier, as Trump rejects Iran's peace deal to end the siege on the Straits of Hormuz, and the war. Is a Kharg island invasion on the cards?

self explanatory chart: Oil goes bid, mirroring the midpoint of the Iran war, when Iran began targeting Gulf State U.S. bases. Trump orders "Project Freedom" which is a possible smoke screen to invade Kharg Island steal the oil and, then steal the Uranium. Messy. With six month avg oil price at $94, the global economy could splutter out with inflation.

self explanatory chart: Oil is bid over $100, as Trump's military build up continues, with masses of military equipment being flown into the Gulf. Will American/Israel strike Iran on the 1st May (Mayday)?

Self explanatory chart: TRump reiterates in his "Mad Man" Nixon-esque 'logic' (?) that he'll bomb Iran back to the Stone Ages. OIl jumps over 5%. April 6th deadline looms where he will attempt to turn off (bomb) Iran's electricity, water and amenities. Essentially a war crime of mass proportion, Iran will attack desalination/energy plants in the Middle East.

OIl remains bid over $102. after Trump has jawboned once again, claiming that he ready to leave the Strait of Hormuz closed (?), and end the war with objectives in tact (?). Nixon "madman theory" and oddball confusion at best. Oil futures drop 0.50%. Bonus chart is the DXY and 10 yr yield, hammering US consumers with higher interest/mortgage rates, and and businesses higher costs to operate. Additional quotes , Trump nonsense.

Oil jumps over 1% on Yemen Houthis joining the conflict, could shut down Red Sea shipping which ships 10% of global oil, mixed with the Strait of Hormuz 20% = 30%. Oil may hit $170, which would lead to a systemic crash of global economies..

self explanatory chart: Will Trump and Israel bomb Iran's electrical grid? Essentially an attempt to destroy the whole country, if Iran does not surrender. Oil will go parabolic

Oil is bid over $98, as Israel begins bombing Iran's energy grid, with a possible US/Gulf State land invasion of Iran looming. Iran threatens all of the Gulf States refineries.

self explanatory chart: Oil tops $100 as Trump bombs Kharg Island, Iran's oil distribution hub. America and Israel still appear to have no real strategy other than constant bombardment of Iranian cities.

Oil is bid over $90, as Iran attacks merchant shipping along the Straits of Hormuz, both Trump and Israel, with no strategic plan on how to end the war with Iran, apart from their 'superior firepower, solves everything' delusion, may need to land invade Iran.

Oil collapses 6%, as Trump claims that the war with Iran is "nearly over". Also says that he, the U.S., will take over the Straits of Hormuz, yet unsure when Iran will "surrender". Oil stays bid over $80

2026 oil shock is coming. Oil tops $115 a barrel, as the Joint Maritime information center, (international navy advisory board) says the straits of hormuz, is effectively "shut". America and Israel may invade Iran soon, with Israel amassing Troops on the Lebanese border.

Will Trump allow the U.S. Treasury department to sell oil contracts, and "short" the oil futures market? This is classic Fascist style manipulation of the free markets under corporatism. We await the Strategic Petroleum Reserve release to be the first step .

Oil spikes as Israel and US attacks Iran. Iran shuts down the Straits of Hormuz. Oil is now trading at over two year highs. And Iran could engage in a protracted war with America and Israel, showing up a miscalculation of strength through superior firepower. Will American forces invade Iran?

Inflation primer: 4 pack of 'cheaper' toilet rolls, albeit way less toilet paper per roll. As the global economy seemingly goes into a recession, with high employment, with a fascist wannabe at the wheel. No brainer.

NAsdaq nears a 10% correction, with a distinct possibility that the tech heavy index could end up in a bear market, due mostly to Trump's tariffs and the U.S. growth slowing down at a rapid rate, which doesn't mean inflation has abated. Recent reuters poll indicates that inflation will return near term to the American economy.

The U.S. economy, and the world for the matter, is caught between a central bank obsessed with low interest rates, and a President obsessed with autocratic corporatism. CPI blows out year-on-year at 3%. Inflation in the U.S. is very much entrenched. 10yr yield jumps over 4.6%

Self explanatory charts: Do you want a $40 block of chocolate with your carbon footprint from hell BITCOIN (BTC) portion? Cocoa and BTC surge, as Far Right President Donald Trump 2.0, pulls out of the Paris climate accord (for the 2nd time), is about to place massive trade tariffs on Mexico and South America. While considering taking the Panama canal militarily.

Self explanatory chart: U.S. 10YR Yield edges closer to 4.80%. One year and Two month high when it was 4.85% and U.S. interest rates were at 5.50%. Will the Fed begin to pencil in a rate hike for 2025, rather than cut? Inflation is back (never really left)

Self explanatory chart/s: Shotend yields since 2023, do not show that inflation had retreated, the 10 YR yield has been stuck at 4.2% for over 12 months. The 10 Yr is now at 4.7% the highest in 14 months. Cannot entirely blame Donald Trump 2.0 for future inflation expectations, but possibly the politicization of the Federal Reserve. If Yields hit 4.8%, expect a rate hike, and the Fed losing credibility.