Global Economy Social Media and Updates
Global Economy Social Media and Updates
Global Economy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Market Update with Landy: Macro Monday 03/16/2026 Brought to you by @davidgokhshtein @gokhshtein and hosted by @CryptoLandy. https://t.co/hUnE1k6tKY
UN Shipping Agency Says 3,200 Ships Trapped West of Hormuz as Emergency Council Meeting Called https://t.co/JURA89iBEy
US allies in Europe and Asia are in no hurry to bow to Trump's demand in helping reopen the Strait of Hormuz. TRUMP = A MASTERCLASS IN MAKING ENEMIES, EVEN WITH FOREIGN ENEMIES. https://t.co/er5H0ym7dv
Here’s why high oil prices are hitting places like the Philippines a lot harder than others (net energy importer, deregulated, very weak currency, relatively low income) 🔉on https://t.co/qMgihHYgGD
I am normally not a big fan of conspiracy theories to explain market phenomena. But #Brent futures slid from an intraday high of just over $106 to settle at $100.21 on Monday. The only “explanation” I can find is “because some...
The Yen has fallen below its previous low from mid-2024. This even though we're within two months of the NY Fed "rate check," which temporarily lifted it. As long as Japan believes in FX intervention, it's in denial on debt...
Trump Says U.S. Has Asked to Delay Summit With China’s Xi—President Trump said the U.S. had asked to delay a summit with Chinese leader Xi Jinping that had been expected to begin later this month in Beijing. @KThomasDC https://t.co/RIlqe39hUE
If Iran wins, it's the end of five eras. 1991-2026: the unipolar era 1974-2026: the petrodollar era 1945-2026: the postwar era 1776-2026: the union era 1492-2026: the Western era Specifically, the end of the petrodollar (1974) would also be the end of the unipolar moment (1991)...
Disposable personal income is rising. Oil price is rising. Budget deficits are rising. Going to be very hard to cut rates
Lots of attention on the GCC - but as drones hit the Majnoon field, what does the war mean for Iraq? A very dangerous time ahead https://t.co/nO2Yr3HQde @ColumbiaUEnergy
The most important chart right now. Note that this only tracks ships with their AIS (Automated Identification System) turned on, think the GPS on your phone or in your car. More ships are going through, but they turn off their AIS. But once...
My view of Trump's grasp of reality: "Trump foolishly thought he was going to easily put out a little brush fire in Iran. Instead, he poked a stick into a hornet's nest. It's fueled a raging inferno that's generating massive collateral...
The link to this afternoon’s conversation with Christiane Amanpour. Thanks so much, Christiane, for having me on your show. https://www.cnn.com/2026/03/16/tv/video/amanpour-el-erian-trump-iran-hormuz-economy #economy @cnn #middleeastwar #oil #inflation #growth @pbs @camanpour
Energi Media Expert Incurs Wrath of White House Trump trade advisor Peter Navarro claims Iran created a "terror premium" of $5-$15/b for decades. Nonsense, said Ed Hirs, it doesn't exist. Then the sparks flew. #trumptariffchaos #uspoli #cdnpoli https://youtu.be/Fn3qWrIpsOI
The Chancellor of Germany has responded to President Trump’s request for help in opening the Strait of Hormuz… In simple English he said: “That war is not our war and we won’t be involved.” Germany is the LARGEST & RICHEST...
Global economic uncertainty is nearly twice as high now as it was during the pandemic.
A new US-China “Board of Trade”? The world has never before seen an attempt to manage trade at this scale. If the US government wants to do this seriously, it really has to do its homework. by @AnaSwanson https://t.co/ooAO5hs8Jv
"China is tightening its curbs on fertilizer exports as the war in Iran disrupts trade of key crop nutrients, driving up prices globally." https://t.co/X35yEEwYZH
#Cuba is moving to allow more investment from Cubans living abroad as part of a larger effort to bolster the state-dominated economy amid increased pressure from the US. https://t.co/uhnTdxoWpo
For those bullish wars, don't forget: WARS ARE INFLATIONARY which can accelerate economic deterioration that is already in motion. Now pit INFLATION against this backdrop: liquidity versus solvency.👇 Liquidity crisis can quickly turn to solvency crisis. Fed can step in during liquidity episodes, Fed...
Bessent now finds himself in the position of the Bank of England in 1992 when Soros, Druckenmiller, & Bessent "broke the BOE": Trying to prevent the USD from collapsing v. oil with a finite amount of oil reserves as markets &...
Well that’s one way to Make Venezuela’s Oil Great Again…by shutting traffic in the Strait of Hormuz and pushing oil prices into the $90s and $100s https://t.co/0dXdhaPaQ6
My take on the effect of the US-Israel war on India: "It will hit India particularly hard if the price of oil hits $120 / barrel or $200 / barrel because India is the third largest oil importer in the world."...
I believe this is the first sucessull Iranian attack against an **oil / gas field** since the war started (previous strikes against oil facilities involved refineries, terminals, and storage tanks). (Althought the tweet calls it an oil field, it likely...
No New Jobs have been created since September 2024 but new business applications have been surging
🚨 NEW POST 🚨 Latest OPEC+ production data heading into the Iran War, as well as estimates of how much production has already been shut in across the Gulf By my tally we're currently sitting at ~8.5 MMbpd confirmed shut it, with...
Preparation for liquidity crisis to minimize repo/money market volatility that are threatening credit spreads due to oil spike and growth contraction from Trump trapping US-Israel War on Iran. #HYOAS “The Fed now holds about $358B in Treasury bills. That’s higher than the...
On the eve of St. Paddy's day I raise a glass to my Irish friends -- offer a toast their international tax wizardry. Every international tax initiative, and every US tax reform, somehow ends up increasing the Irish corporate tax...
It is clear that Iran is in control of one of the world's greatest choke points. Apparently, the US military planners failed to see what is CLEAR AS A NOSE ON YOUR FACE. https://t.co/mGgjrf1ZGW
Taking Kharg Island (variety of ways) "kind of checkmate" - General (ret) Jack Keane, Chairman @TheStudyofWar , on @FoxNews "The Straits of Hormuz eventually will be a problem that will be solved, but not immediately. Kharg Island; Kharg Island,...
The long-term history of the Baltic Dry Index (BDI), the benchmark measure of global dry bulk freight rates. It tracks what it costs to ship commodities like: * Iron ore * Coal * Grain * Bauxite * Steel inputs Because these commodities sit at the very beginning...
EU savings union can be ready this year, Ireland’s Harris says https://t.co/ncveXVZHvW via @jenniduggan @livfletcher_ https://t.co/9gb3pbnbBC
This is a rare Russian LNG shipment going through the Red Sea to Southeast Asia. Why is it rare? Because neither the LNG nor the carrier is sanctioned, and most likely it is not going to China. All previous...
The US-Iran conflict pushed oil past $100 a barrel. This is going to keep inflation elevated. Elevated inflation stops the Fed from cutting, which isn’t good for risk assets. I don’t see a super cycle this year only lower lows as stated many...
I’ll be presenting this slide during a speech tomorrow to the Texas Agricultural Cooperative Council. Three of the world’s poorest countries — combined population: 1.8B people — will be hammered by the shutdown of LNG shipments through the Strait of...
99% probability the Fed holds rates steady at the next FOMC meeting in 2 days https://t.co/McZZLqnIC5
Last year, the US economy grew at its third-slowest rate in the last 14 years. https://t.co/RDFeuSRfcT
We've had six cuts to interest rates in a row since the general election, and the markets expect inflation to be back on track this year, but the cost of living at home and the unrest abroad means that it...
Take a look at these two charts together. One is income concentration (Top 10% share of consumption v Bottom 80%), the other is equity market concentration (S&P 500 Growth vs Value weight). In the last 15 years, surplus flowed to capital,...
Pres. Trump and PM Netanyahu's war is TAXING Americans at the pump and at the grocery store. US-ISRAELI WAR ON IRAN = COLLATERAL DAMAGE. https://t.co/l1tQlYx8aS
Ending the war does not mean ending the crisis. We have countries that literally shut down production because their storage is full. To bring back that oil to a pre-crisis level takes time. For [liquified natural gas] in particular, it takes a very...
President Trump will get his $50 oil price wish before the elections— but only after triggering a global recession. Or: End the war this week and keep flooding the market with SPR releases in the coming months.
🇺🇸Last week's U.S. corn export inspections land near the top of trade expectations and soybeans surpass them. 57% of the week's bean cargoes were destined for China. https://t.co/ttZsn3agHO
The $DXY Dollar Index has put in for a bearish 'inside day' from a technical analysis perspective. Happens to align to the $VIX retreat - though the 10-day correlation is waning. Is the Dollar more aligned as a safe haven,...
Tariffs and elections are historically a toxic mix for US presidents. Are we about to see history repeat itself in this year's midterms? My latest for @BW & @business: https://t.co/46jYYRwocA
Did Iran just negotiate safe passage through the Strait of Hormuz? The Aframax tanker KARACHI just became the first non-Iranian cargo ship to transit the strait with AIS on since attacks on shipping escalated—raising questions about whether certain vessels are...
U.S. Allows Iranian Tankers to Transit Hormuz as Oil Prices Surge and Select Ships Begin Crossing Strait https://t.co/7Cu9sdFEOi
Strait of Hormuz. Global supply chain risk. Across product and market sectors. Oil. Fertilizer. Sulfur. Aluminum. Natural gas. From logistics to agriculture. And more. Chaos. https://t.co/bI5EP6euSD
I get why people fear that the input cost spike that we have seen over the past month will end the business cycle, but it is probably more of a 2027 story.. There is a whole "time-line" that we need...
Nice graphic illustrating the Biden-era shift in the US alliance system in Asia from hub and spokes to latticework. One thought was that it might be “Trump-proof”. This and more on the Chartbook Top Links today. https://t.co/5rn87BajVq
