macro

US-Israel-Iran War Latest Live News: ‘These Increases Are Temporary’ – Iran Central Bank Chief Defends Rial as Currency Falls Past 2 Million Per Dollar - The Sunday Guardian

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DW NOTE

The rial broke 2 million per dollar because Iran's economy runs on oil revenue and the Strait of Hormuz has been effectively shut for 132 days. A central banker calling a currency collapse "temporary" while his government's primary revenue stream is blockaded is not reassurance — it's confirmation that he has no lever left to pull.

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

US-Israel-Iran War Latest Live News: ‘These Increases Are Temporary’ – Iran Central Bank Chief Defends Rial as Currency Falls Past 2 Million Per Dollar - The Sunday Guardian

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

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