Forwarded from DoomPosting
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Trump just said a deal with Iran is imminent and canceled tonight’s strikes.
Stocks are ripping higher and oil is dumping.
Did the Kharg Island threat actually work?
Writers: Claudio, Oliver
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Stocks are ripping higher and oil is dumping.
Did the Kharg Island threat actually work?
Writers: Claudio, Oliver
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
Forwarded from DoomPosting
THE LAST TIME THE WORLD SAW THIS SETUP, INFLATION HIT 14.8% AND RATES WENT TO 20%.
Everyone is focused on the war itself.
But the real danger is what happens AFTER the war.
This is no longer just a geopolitical conflict. This is turning into a global energy shock that could hit inflation, central banks and financial markets for years.
The world is now starting to look dangerously similar to the late 1970s.
Back then, inflation cooled after the first oil shock and markets thought the crisis was over. Then another Middle East conflict hit, oil prices exploded again, and inflation came back even stronger.
Energy prices slowly spread through the economy. Transport costs surged. Manufacturing costs surged. Food prices surged. Then core inflation followed with a lag.
By 1980, US inflation had reached 14.8% and the Fed was forced to raise interest rates to nearly 20% to stop it.
Now look at today.
US CPI just hit 4.2%.
March: 3.3%
April: 3.8%
May: 4.2%
That is the third straight month of acceleration.
Oil is already up around 45% YoY. Gasoline prices are up more than 40%. Over 60% of the latest CPI increase came from energy alone.
And this may only be the beginning.
The world is currently dealing with one of the largest energy supply disruptions in modern history. Millions of barrels per day of oil supply have already been disrupted while key LNG and refining infrastructure across the Middle East has been damaged.
This is the part markets still do not fully understand:
Even if the war ends tomorrow, the inflation shock does not end tomorrow.
Damaged LNG facilities can take 3–5 years to fully repair. Oil infrastructure damage can take years to normalize. Shipping routes through Hormuz may remain disrupted long after the fighting slows down.
That means higher energy costs could stay embedded into the global economy for years.
And once energy prices stay elevated long enough, inflation spreads everywhere.
Electricity becomes more expensive.
Factories become more expensive.
Transport becomes more expensive.
Food becomes more expensive.
That is how a regional war turns into a global inflation crisis.
Now central banks are getting trapped.
At the start of 2026, markets expected aggressive rate cuts globally.
Now rate cuts are disappearing.
The ECB is already hiking again.
The BOJ is preparing more hikes.
Fed rate hike odds are rising rapidly.
This is the exact setup markets were not prepared for:
Slowing growth + rising inflation + tighter monetary policy.
That is stagflation.
And historically, stagflation has been one of the worst environments possible for risk assets.
The last time the world faced a setup this similar, it ended with years of inflation, aggressive rate hikes and one of the most painful economic periods in modern history.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
Everyone is focused on the war itself.
But the real danger is what happens AFTER the war.
This is no longer just a geopolitical conflict. This is turning into a global energy shock that could hit inflation, central banks and financial markets for years.
The world is now starting to look dangerously similar to the late 1970s.
Back then, inflation cooled after the first oil shock and markets thought the crisis was over. Then another Middle East conflict hit, oil prices exploded again, and inflation came back even stronger.
Energy prices slowly spread through the economy. Transport costs surged. Manufacturing costs surged. Food prices surged. Then core inflation followed with a lag.
By 1980, US inflation had reached 14.8% and the Fed was forced to raise interest rates to nearly 20% to stop it.
Now look at today.
US CPI just hit 4.2%.
March: 3.3%
April: 3.8%
May: 4.2%
That is the third straight month of acceleration.
Oil is already up around 45% YoY. Gasoline prices are up more than 40%. Over 60% of the latest CPI increase came from energy alone.
And this may only be the beginning.
The world is currently dealing with one of the largest energy supply disruptions in modern history. Millions of barrels per day of oil supply have already been disrupted while key LNG and refining infrastructure across the Middle East has been damaged.
This is the part markets still do not fully understand:
Even if the war ends tomorrow, the inflation shock does not end tomorrow.
Damaged LNG facilities can take 3–5 years to fully repair. Oil infrastructure damage can take years to normalize. Shipping routes through Hormuz may remain disrupted long after the fighting slows down.
That means higher energy costs could stay embedded into the global economy for years.
And once energy prices stay elevated long enough, inflation spreads everywhere.
Electricity becomes more expensive.
Factories become more expensive.
Transport becomes more expensive.
Food becomes more expensive.
That is how a regional war turns into a global inflation crisis.
Now central banks are getting trapped.
At the start of 2026, markets expected aggressive rate cuts globally.
Now rate cuts are disappearing.
The ECB is already hiking again.
The BOJ is preparing more hikes.
Fed rate hike odds are rising rapidly.
This is the exact setup markets were not prepared for:
Slowing growth + rising inflation + tighter monetary policy.
That is stagflation.
And historically, stagflation has been one of the worst environments possible for risk assets.
The last time the world faced a setup this similar, it ended with years of inflation, aggressive rate hikes and one of the most painful economic periods in modern history.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
Forwarded from DoomPosting
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Karmelo Anthony’s parents speak out saying the trial against their son was unjust and entirely an outcome of White oppression.
The interview is laden with African-American Ebonics.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
The interview is laden with African-American Ebonics.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
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‘You can’t wish away the rise of China. It is happening’
‘There is no other manufacturer like China that can deliver on the scale at which China does’ — Palki Sharma, the founder of IGR, journalist
‘There is no other manufacturer like China that can deliver on the scale at which China does’ — Palki Sharma, the founder of IGR, journalist
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Could sign 'very soon, maybe over the weekend, in EUROPE' — Trump
'I won’t be able to be there, but JD will be there'
'I won’t be able to be there, but JD will be there'
Meanwhile, in the real world, things get a little fed-posty.
https://nitter.net/Vertigo_Politix/status/2065092652870324649
https://nitter.net/Vertigo_Politix/status/2065092652870324649
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