Article
The Building Blocks Of A Global Stagflationary Shock Are Falling Into Place
The Building Blocks Of A Global Stagflationary Shock Are Falling Into Place
By Peter de Groot, Head of Macro Strategy at Rabobank
The Inflation Regime That Doesn't Fade
As we noted at the outset of the Gulf conflict, history rarely repeats – but it often rhymes. The closure of the Strait of Hormuz is increasingly revealing a familiar pattern: the building blocks of a global stagflationary shock are falling into place.
A closer look across inflation indicators in advanced economies shows a clear and consistent structure. The upstream impact has been immediate and...
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Mar 24, 2026 / Tyler Durden
Chinese Containership Is First To Pay Iran For "Safe Passage" Through Strait As Iraqi Tanker Crosses With Signal Off
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The blockaded Strait of Hormuz is getting progressively less "blockaded" by the day.
Over the weekend we reported that "Iran was Ready To Let Japanese Ships Use Hormuz As Chinese, Indian Tankers Already Allowed Passage." We can now add Iraq to the growing list of nations whose vessels are transiting the infamous Strait.
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May 6, 2026 / Tyler Durden
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Views on JPMorgan banker Lorna Hajdini's Bloomberg profile surged on Wednesday afternoon.
Why?
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UK Gov't Promises More Social Media "Restrictions"
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Authored by Kit Knightly via OffGuardian.org,
While embattled PM Sir Keir Starmer takes a pointless grilling on the even more pointless existence of Peter Mandelson, other members of his cabinet were busily paving the way for the next construction phase of our increasingly dystopian society.
Speaking to Sky News earlier today, Education Secretary Bridget Phillipson promised…
“more action to keep young people safe online, including around social media”.
Which is delightfully vague.
Education Minister Olivia Bailey kept her cards similarly close to her chest, whilst trying to sound forceful:
“It is a...
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