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“Let's not forget that Iran is a multi-ethnic country; could this end with its balkanization?”
@Navigating Uncertainty
Iran fracturing along ethnic lines prolongs the oil supply shock, keeping the international crude benchmark bid.
BRENTLONG@ $95.18
$91.02-4.37%
since call Mar 8
peak +4.6%
“Could elevated commodity prices drive inflation higher, leading the Fed to adopt a "wait and see" strategy rather than lowering rates?”
@Navigating Uncertainty
Oil-shock inflation forces the Fed to hold rates, risking 1970s-style stagflation and equity downside.
SP500SHORT@ $6,796.68
$7,388.54-8.71%
since call Mar 8
“Iran's strategy— launching nearly a thousand drones and missiles at Gulf targets – is de facto shutting down the Strait of Hormuz … oil is over $90…”
@Navigating Uncertainty
Strait of Hormuz shutdown chokes 20% of global oil, driving crude over $90 and higher.
WTILONG@ $96.03
$87.88-8.48%
since call Mar 8
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