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No Takers, Nor Tankers
No Takers, Nor Tankers
By Molly Schwartz, cross-asset macro strategist at Rabobank
Daily crossings through the Strait of Hormuz increased substantially after the US and Iran announced a “peace” agreement in mid-June. However, those numbers have started to dwindle as the ceasefire—peacefire, shmeasefire—appears increasingly shaky. According to Bloomberg, the Joint Maritime Information Center said that traffic through the Strait remains at “reduced levels,” (around 24% of pre-war transit) even though US-assisted vessel transits have been largely uninhibited.
Reuters reports that “some war insurers advise shipowners to pause Hormuz voyages after attacks,” adding...
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Sep 4, 2026 / Tyler Durden
The Rush To Pull Gold Out Of The US
The Rush To Pull Gold Out Of The US
Submitted by QTR's Fringe Finance
It was reported yesterday that the Netherlands just shifted approximately 86 tonnes of its gold reserves from New York and Ottawa to London, explicitly citing “increasing geopolitical unrest” and the need to prepare for severe crises.
The Dutch central bank says gold held in London can be accessed and traded more quickly during an emergency than gold stored in New York or Canada.
That is some wonderfully sanitized central-bank language to deliver a message that seems to me to be “confidence...
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Mar 29, 2026 / Tyler Durden
Pentagon Eyes 'Weeks' Of Ground Operations In Iran As IRGC Threatens Tit-For-Tat Strikes On Universities
Jul 3, 2026 / Tyler Durden
Massive Security Presence For Khamenei’s 'Multi-City' Funeral Amid Hezbollah, Hamas, Taliban, China, Russia Paying Respects
Massive Security Presence For Khamenei’s 'Multi-City' Funeral Amid Hezbollah, Hamas, Taliban, China, Russia Paying Respects
Via The Cradle
Intensive preparations and security measures took place on Friday for late Iranian supreme leader Ali Khamenei’s massive funeral, as foreign officials and delegations began arriving in the country from dozens of nations to pay their respects.
The heightened security measures, including airspace restrictions and mass deployment of security forces, began this week and extended into Friday.
via AFP
The event is being described as a "multi-city" funeral that will span several parts of Iran, including Tehran, Qom, and...
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