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Hormuz To Year-End: Bullish Or Bearish?
Hormuz To Year-End: Bullish Or Bearish?
With hopes of a permanent truce being continually undermined by minor skirmishes and blockade infringements, it remains unclear whether this war is close to ending. And while oil prices gyrate from one Trump Truth post to the next, two weeks of Brent above $100/barrel (only just inching below as of this morning) suggests the market is not buying into the quick resolution narrative.
Though it is worth asking the question, what if the peace talks are truly different this time?
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Sep 8, 2026 / Tyler Durden
More - And Less - Of The Same Things
More - And Less - Of The Same Things
By Michael Every of Rabobank
It’s more of the same to start this Tuesday, and less too: and that isn’t good news.
Japanese Q2 GDP came in at 0.4% q-o-q, 1.3% y-o-y at the second read, backing the BOJ hiking rates again on September 18 – but is it really going to be ‘one and done’? The 2-year JGB yield is at 1.84% today, close to a new multi-decade high, and vs. the more usual 0% seen for years, while the 10-year is...
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Apr 2, 2026 / Dave DeCamp
Senior Iranian Official Involved in Attempt at Peace Talks Severely Wounded by US-Israeli Strike
Kamal Kharazi, an 81-year-old advisor to the Iranian government and former Iranian foreign minister, was severely wounded by a US-Israeli strike on his home on Wednesday that killed his wife, Iranian media has reported. Kharazi, chairman of Iran’s Strategic Council on Foreign Relations, was seen as a potential negotiator and, according to Iranian officials speaking […]
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May 16, 2026 / Kurt Nimmo
AIPAC Favorite Ed Gallrein Wants to Bring Back the Draft
Ed Gallrein is running against Thomas Massie in Kentucky. Trump hates Massie because he opposes the Iran boondoggle war. Massie has also demanded the release of the Epstein files. Ed has received a whopping $11,824,741 from the Israel lobby. That’s on the high end of donations, so you get an idea how important it is to defeat […]
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