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Global Economy Social Media and Updates
Global Economy Pulse
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Every morning
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
NEW: The president of #Cuba for the first time CONFIRMS talks with the US, which he says are to identity areas of bilateral cooperation. He's giving his SECOND press conference in as many months, addressing the problems of the current energy shortage... https://t.co/Ya5k3Sd1jO
What are the longer term ramifications of an extended closure of the Strait of Hormuz? Growth in alternative energy sources? What else?
The War Rages On; Equities and Bonds Don't Like It,: The war and rhetoric around it keep investors on edge, even though WTI and Brent are consolidating now after reaching marginal new four-day highs. The greenback is firm against the...
While everyone focuses on volatile oil prices, the dollar is nearing a breakout higher. An appreciating dollar tightens monetary policy outside of the US and helps tame import prices. Many other implications as well. https://t.co/69NGmJLCB1
Markets are quiet today but there's a BIG week ahead with 7 central bank rate decisions including the Fed Here's my take on it all 👇
Crude is consolidating despite the war showing no signs of relenting. Disappointing UK Jan GDP pushes $GBP to the bottom of G10 fx today. Proximity of JPY160 turns mkt cautious and $JPY is faring best. See https://t.co/Xdwqs68Eew https://t.co/aB4Tekr0wK
US PCE Data is set to release today. Lets prepare for it in 3 simple steps using @mrkt_ai terminal. Comment "playbook" & i will dm you the MRKT access link
We've all heard the claim that the Iraq War was a war for oil, but American energy firms barely wanted to touch Iraq after Saddam fell. Things might be shifting now. Full Newsletter: https://t.co/5iqjffXWpl #crudeoil #iraq #chevron #geopolitics https://t.co/tn3Jsb1BTc
NEW ODD LOTS: What War in Iran means for the 'teapot' oil refineries in China. @tracyalloway and I talk to @Erica_Downs_ about what the closure of the Strait of Hormuz means for Chinese energy security. https://t.co/ZdGwLQJV8E
Great @business reporting by @DanielPFlatley on US moves to ease restrictions on buying Russian oil. This is all backwards. Russia and Iran are making money while the Strait of Hormuz is shut and global oil prices spike. Iran's oil exports...
Is 2026 Next After 9/11, 2008, 2022? Bitcoin Slides - This year may be shaping up like some combination of 2001, 2008 and 2022, with similar risk-asset-reversion implications. Crude oil's spike to its $147-a-barrel peak in 2008 accelerated the Great...
According to this excellent @WSJ story, Iran is today exporting more oil than before war broke out. That’s insane. First order of business for the US Navy is to stop any and all ship traffic out of Iran. That won’t...
Iran is a gas station posing as an Islamic Republic. Iran's oil exports are reportedly up since war broke out. That's nuts. First order of business must be to blockade Iran's ports. If that hurts China, all the better. Have...
"Arguably the person who benefits most from this chaos is President Putin, who receives an unexpected economic windfall from higher oil prices which will help him to continue his war on Ukraine." Me, last week. https://t.co/cCBaBOBPfB
COLUMN: The White House is running out of ways to curb rising oil prices. "... My working assumption is that the oil market will add $3 to $6 a barrel to the headline price for every day — every single...
Taking action on fuel prices Oil price profiteering will not be tolerated, says Miliband https://www.bbc.co.uk/news/articles/crk83e2g65no
THB has weakened the most in Asia since the Iran War & the reason being is that it has the highest deficit of energy trade in Asia as a share of GDP. Korean won is second.
By 2022, the cumulative text of the IMF’s Annual Report on Exchange Arrangements and Exchange Restrictions reached about 14 million words, with increasingly technical jargon to describe the growing web of cross-border tools. https://t.co/YN9GeT7uhG
President Trump’s rhetoric about a possible acquisition of Canada and escalating trade tensions led to a 25% decline in Canadian visits to the US in 2025. https://t.co/dqBIGoRt7G
The Phillips curve in the euro area remains statistically significant but is relatively flat and linear once regional data on unemployment are used, and it becomes even flatter when national inflation expectations are properly accounted for. https://t.co/tBUWZAT6n4
Before 2020, the monthly frequency of price changes was stable at around 8.2% across 9 major euro countries. It then rose sharply in 2022, averaging about 12% that year and peaking at 15.7% in January 2023, nearly double the pre-pandemic...
“Trump’s choices are pushing Russia into unprecedented vassalage to China. Energy trade in renminbi, sanctions and China’s industrial dominance will leave the Kremlin with few options but to crawl even further into Beijing’s pocket,” writes @AlexGabuev https://t.co/ZQonXr6p8v
Global shocks now account for about half of the variation in interest rates, more than double their role in earlier decades. https://t.co/a8Dhi9Gxpu
Across the OECD, the government wage bill has hovered around 10% of GDP and roughly one-fifth of total employment, showing only limited reaction even to major shocks such as the global crisis and the pandemic https://t.co/mvfQpLWvjt
Nice chat with @julesaly looking at how the surge in crude oil is shaping price action in bonds, the US dollar, and the S&P 500. Today on @ausbiztv: https://t.co/8j3fNOcH2C
Your bank account is a war zone and you're losing the fight. What’s going on? 1. Fertilizer supply chains are dead. 2. Your dream home just got more expensive. 3. Global shipping is a total mess. 4. Oil prices are nuking the economy. 5. Inflation is...
"There is no reason, whether or not Trump declares that war is over, to think that Iran will not continue for some time to threaten to destroy the ships that try. Why should they stop?" --- Exactly, Trump cannot TACO. If he...
War in Iran Oil up nearly 70% YTD Software stocks crashed Private credit imploding Legit chance of no cuts this year Inflation set to surge Yields globally moving higher S&P 500 down only 2.5% this year
Trump admin picks another fight: “forced-labor” accusations as means to a tariff end. ❌ Section 301 permits the U.S. to impose tariffs on countries found to have engaged in unfair trade practices without congressional authorization. https://t.co/4pSaGKCo2K
Energy Expert Anas Alhajji Reveals Truth Of Hormuz Closure, Says 'India ... https://t.co/dGuOAIsElS via @YouTube
Iran CAN DESTROY The World's Economy - Anas Alhajji On Iran War Economics https://t.co/U6Tx5l7AlH via @YouTube
US issues 30-day waiver -- to all countries -- to buy Russian oil that was already on tankers as of March 12. https://t.co/Qrk6IGKEwh
How does the US not plan on the closing of the Strait of Hormuz when it executes a multi-week bombing campaign against Iran. https://t.co/PD1g7fvdte
I kid you not... The same White House that forgot that didn't realize that Iran might close the Strait of Hormuz, is now arguing (through Ron Vara) that the war is a good idea because it'll prevent Iran from closing...
The S&P 500 is down just 4.4% from its January high while the Strait of Hormuz remains effectively closed and Israeli officials say Iran's regime isn't likely to fall soon. 🔒 Members-Only https://t.co/FqwpWIZsQj
Iran Is Winning, Which Is Dangerous 💫Odd Man Out 💫Confirmed Bear 💫Higher Oil, Higher Dollar 💫Higher Oil, Higher Yields 💫Higher Oil, Higher USDJPY 💫Higher Oil, Higher Inflation Expectations 💫Higher Oil, Lower AI Investment 💫Higher Oil, Lower Markets https://t.co/WEe7RNmgRh
Yields on the 2-year Treasury note posted their largest daily increase since May 2, 2025 (the day of a surprisingly strong payroll report), and closed at their highest level since Aug. 21, 2025, the day before Powell signaled a likely...
⚠️Broad money supply in developed countries is surging: Broad money across advanced economies rose to a record $74.1 trillion in 2025. This comes after a massive +25% surge during 2020–2022 before growth eased back to trend. It has risen over $50 trillion since...
There is probably no single individual asset as widely-consequential to global markets than oil. The financial system’s simply not built to adjust smoothly to extreme swings in oil, let alone in the face of third-biggest quarterly jump in 40 years. Global...
NEW: US Treasury issued a general license for the delivery and sale of Russian oil loaded on vessels as of March 12. Moscow continues to be the single largest beneficiary of the Iran War. https://t.co/oVlT1gzuuN
The peak for the PCE's core goods x-autos series was 5.3% YoY in 2022. We're not there , but it will jump from 2.3% in Jan26 to 2.9% in Feb26 tks to a 1.0% MoM surge. Outside of covid, it's...
Russia is earning as much as $150 million a day in extra budget revenues from its oil sales after the effective closure of the Strait of Hormuz. https://t.co/cfFgUkBWrB
I can see why the Trump administration likes the January trade data. Imports didn't move much v December and exports bounced back from a December dip. But there is a bit more going on under the hood 1/ many...
In which I argue that the West’s developing private credit crisis is just its equivalent of “involution”. https://t.co/1wAWnParft
"Higher inflation could cause the Fed to eventually raise interest rates. But Sahm said the Fed will also consider what could happen if energy costs rise so high that the economy slows down. “That’s a scenario in which the Fed would...
Live look at Powell getting the demands to cut rates while oil just spiked 100% https://t.co/qDIcLm6oIA
The International Energy Agency (IEA) just authorized a 400 million barrel reserve release to offset oil disruptions caused by the Iran war and the Strait of Hormuz blockade. That stabilizes markets—for now. However, with global demand at around 100 million...
🇧🇷Brazilian trade groups are concerned with the tightening of soybean inspections to China, potentially hampering the top exporters' shipments. Doesn't seem like great timing for China after its Jan-Feb imports hit 7-year lows. Now, Chinese meal futures have hit contract highs....
Sure, the price of crude is soaring, but so is the price of natural gas delivered to European and Asian buyers. Regardless of what happens in this war, this energy crisis shows that European countries have to do more drilling....
VIDEO EXPLAINER: The most important map of the Third Gulf War — the oilfields, the Strait of Hormuz, and the bypass pipelines. Plus a look at how, two weeks into the war, Iran is still exporting lots of its oil,...
