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"It's Getting Worse": HSBC Warns Commodities Face Squeeze As Chokepoint Chaos Spreads

"It's Getting Worse": HSBC Warns Commodities Face Squeeze As Chokepoint Chaos Spreads The key takeaway heading into the weekend is that maritime chokepoint chaos has spread from the Strait of Hormuz to the Bab el-Mandeb Strait, while fighting across the Black Sea has intensified between Russia and Ukraine. The widening disruptions have prompted several institutional desks this week to warn that a potential squeeze on physical commodity markets could send prices from energy to agricultural goods higher. "The Middle East conflict has escalated, putting a substantial squeeze back into commodity markets,"...
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Jul 29, 2026 / Tyler Durden
Lemonade Crashes As Customer Growth Miss Spooks Wall Street
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Mar 4, 2026 / Tyler Durden
Air Freight Rates To Spike As Iran War Escalates
Air Freight Rates To Spike As Iran War Escalates By Eric Kulisch of FreightWaves The war launched by the United States and Israel against Iran on Saturday is already disrupting air cargo traffic in the Middle East, a key freight corridor between Asia and Europe where two of the world’s largest cargo airlines are based, and raising the potential for a rise in air freight rates.  Airlines are suspending flights, rerouting traffic around the conflict zone and unable to use key transload hubs in Dubai, Abu Dhabi and Qatar because of retaliatory...
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Jul 14, 2026 / Tyler Durden
JPMorgan Drops Despite Highest Quarterly Profit In HIstory, As Traders Focus On Negatives
JPMorgan Drops Despite Highest Quarterly Profit In HIstory, As Traders Focus On Negatives Q2 earnings season is officially off. Moments ago, JPMorgan became the first mega bank to report Q2 earnings (technically Wells beat it by a few second but nobody really cares about that particular bank), firing the starting pistol on the second quarter earnings season. The Q2 results were solid (Net Interest Income and FICC miss but more than offset by blowout Equity Sales and Trading and Investment Banking revenue) , but as we note in out bank earnings preview...
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