I’m watching the Strait of Hormuz closely because the latest U.S.–Iran signals are keeping energy markets on edge.
Trump says no Iran talks are happening, the naval blockade is active, and the Strait of Hormuz remains open. That means the situation is tense, but it has not yet become a full shipping choke.
Hormuz carries roughly 20% of global oil flows, so even a partial disruption could push crude and tanker rates sharply higher, feeding into inflation and broader risk markets.
For now, Brent crude and tanker rates are the key tells. If shipping traffic starts falling while oil accelerates, the market could quickly price in a much bigger energy shock — and that could complicate the Fed’s path on rate cuts.$牛来 $ACE $KORUB
#DollarFallsTo10WeekLow #EthereumFoundationLaunchesGlamsterdamTestnet #VIXFallsTo2026Low #DollarHits3MonthLow #BTCPerpFundingRateHits20MonthHigh
Trump says no Iran talks are happening, the naval blockade is active, and the Strait of Hormuz remains open. That means the situation is tense, but it has not yet become a full shipping choke.
Hormuz carries roughly 20% of global oil flows, so even a partial disruption could push crude and tanker rates sharply higher, feeding into inflation and broader risk markets.
For now, Brent crude and tanker rates are the key tells. If shipping traffic starts falling while oil accelerates, the market could quickly price in a much bigger energy shock — and that could complicate the Fed’s path on rate cuts.$牛来 $ACE $KORUB
#DollarFallsTo10WeekLow #EthereumFoundationLaunchesGlamsterdamTestnet #VIXFallsTo2026Low #DollarHits3MonthLow #BTCPerpFundingRateHits20MonthHigh