ECON FUNG RED *.*Economic Implications Concerning The Closing of the Strait of Hormuz (March 2026)

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Well look at that. Who here said Stocks were a good place to go now, to make money??? Oh yeah, that was me... imagine that!

Actually, over the past year, it's been better than the 15%, and has been closer to 19%.. But who's keeping score.

And instead of the safety of Bonds, I'm getting, safely, at least 4% on High Yield and CDs....

So.....
Silver is up 63% over the past year. But who's keeping score?
 
This too shall pass. If it doesn't, likely other factors will be to blame. Monkey wrenches are a dime a dozen in DC.

I have no problem spending an extra twenty to fill my tank. No boots on the ground is worth the sacrifice. On a personal level, I don't drive a diesel, or haul anything....

Slamming Trump, compared to the Democratic Socialist Party's bonafides, is not on the table. The time discussing Diesel, not to minimize too much, would be better spent on exposing the commies and their monkey wrenches, like shutting down so called fossil fuels, and the plants that make them or use them....or refine them....etc.
 

1) Have you figured out yet, how to get Ukraine and Russia to stop blowing up each others oil production and refining capacity yet?

2) Have you sent a text to the Houthis today, and told them to stop firing missiles at the Saudis oil production and refineries and at ships in the Red Sea?

3) Did you talk to your buddies in the IRGC today, and told them to stop firing drones and missiles at innocent ships in international waterways?

Just think how your diesel prices in NZ would drop, if those three areas were corrected!
 
:dpaw: :dpaw: :dpaw: As a reminder, this thread is on the Straight of Hormuz closing and the resulting economic issues caused by that specific event. This thread was started way back in March of this year. It is now September. Please keep your posts directly related to that event. The other Iran issues, unless it is a news post directly related to the war, goes in the TIO thread. Avoid the thread drift or this thread will get merged with the TIO thread. Thank you.
 
10 year bond as of this morning is 4.08%....are we there yet? Yes we are. Anytime....be fully prepared. The chaos will be worldwide AND LOCAL. Petrol and necessary goods AND SKILLS will be the currency AT FIRST. Later on this list will expand to the 3 B 's...

Note1: This FUNG ALERT will last until from today till Oct. 19th
Note2: Be Prepared...
Note3:

Crude Oil Futures
NYMEX: CLW00
93.87
USD +2.39 (2.61%)today
Sep 8, 7:41 AM EDT • Disclaimer
 
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10 year bond as of this morning is 4.08%....are we there yet? Yes we are. Anytime....be fully prepared. The chaos will be worldwide AND LOCAL. Petrol and necessary goods AND SKILLS will be the currency AT FIRST. Later on this list will expand to the 3 B 's...

Note1: This FUNG ALERT will last until from today till Oct. 19th
Note2: Be Prepared...

Fat finger morning Doc. The .gov would be thrilled with the ten year @ 4.08%. I just looked at it and I’m seeing a 4.803% print on the 10 year.
 
Fat finger morning Doc. The .gov would be thrilled with the ten year @ 4.08%. I just looked at it and I’m seeing a 4.803% print on the 10 year.
From google "
Fat finger morning Doc. The .gov would be thrilled with the ten year @ 4.08%. I just looked at it and I’m seeing a 4.803% print on the 10 year.
Google. "
policymakers are starting to get pretty agitated."
the bond market to restrain rising yields.

READ MORE: Hosting G20 meeting, Bessent tries to rally allies on Iran as tariffs strain ties

Robin Brooks, a senior fellow at the Brookings Institute, said Bessent's moves and Warsh's promise to corral inflation have likely kept longer-term rates lower than they would otherwise be and betray a rising concern about where yields are headed.

"You should care because this stuff under the surface is really bubbling," Brooks said. "And you can tell it is because
 
Fat finger morning Doc. The .gov would be thrilled with the ten year @ 4.08%. I just looked at it and I’m seeing a 4.803% print on the 10 year.
From google "
Fat finger morning Doc. The .gov would be thrilled with the ten year @ 4.08%. I just looked at it and I’m seeing a 4.803% print on the 10 year.
Google. "
the bond market to restrain rising yields.

READ MORE: Hosting G20 meeting, Bessent tries to rally allies on Iran as tariffs strain ties

Robin Brooks, a senior fellow at the Brookings Institute, said Bessent's moves and Warsh's promise to corral inflation have likely kept longer-term rates lower than they would otherwise be and betray a rising concern about where yields are headed.

"You should care because this stuff under the surface is really bubbling," Brooks said. "And you can tell it is because policymakers are starting to get pretty agitated."

Note1: yeah right.

Note2:
    • Bond Prices Up = Yields Down: Governments save money on interest payments.
    • Bond Prices Down (Selling Off) = Yields Up: Governments face expensive borrowing costs and intense pressure on national budgets. [1, 2, 3]

If you'd like, I can explain how central banks attempt to influence bond prices and yields, or how inflation impacts this relationship.


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PBS

Why bond yields are rising and why everyone should care - PBS
Sep 2, 2026 — WASHINGTON (AP) — Interest rates on government bonds are rising again around the world, making borrowing more expensive for consumers and businesses and heighte...
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The World Economic Forum

Bond sell-off: Why government bond yields soared and why it matters
Aug 20, 2026 — Mitigating the rise Higher government bond yields make it more expensive for governments to borrow money. This in turn can result in higher borrowing costs else...
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Investopedia

Navigating Bond Prices: Impact of Interest Rates and Inflation
Sep 7, 2026 — Key Takeaways * Bond prices fall when interest rates rise and increase when rates fall, highlighting the inverse relationship between rates and bond values. * R...
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CNBC

U.S. government debt yields are surging at a bad time. Here's what's ...
Aug 18, 2026 — U.S. government debt yields are surging at a bad time. Here's what's behind the move * Government bond yields have been surging for nearly two months, escalatin...
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Reddit

I don't understand why bond rates going up means there will be a ...
Sep 4, 2026 — DocAvidd • 4d ago Higher yields mean higher interest expense for households, businesses, and governments. Businesses face higher hurdle rates for capital expans...
 
Woo Hoo!!!
You got your diesel rant and delusions posted another day!! Congratulations!!!
Seems that is all you do... rant.
Now do the 424 MILLION barrels in commercial storage right now in the USA...
How long until they are drawn down?
I already told you how long this will last in a previous post. I'ma spell it out fer yuh.

The US consumes on avg 20.6 million bbls/day. 424 /20.6 = 20.6 days
That is less than 1 month. BUT, we do produce oil in the US. Presuming we are not in a world war and the oil production is not attacked by sappers, terrorists or anarchists... we could operate indefinitely but with limited supply.

There are so many possibilities that could unfold, that we need to plan for the worst. That is what governments and military are supposed to do.
 
You can thank your boy, Biden, for that, for starting a war in Ukraine/Russia.

Overview of Russia's Diesel Export Ban​

Russia has implemented a ban on diesel exports to address domestic fuel shortages caused by ongoing Ukrainian drone strikes on its oil refineries. This measure aims to stabilize the domestic fuel market amid increasing demand and supply disruptions.

Russia has imposed a ban on diesel exports to support its domestic fuel market amid shortages caused by Ukrainian drone strikes on oil refineries. This ban has been extended until at least September 30, 2026, to maintain stability in the domestic supply.
The Moscow Times pravda.com.ua

Russia's diesel export ban deepens global supply crunch​

Russia's decision to ban diesel exports last week has roiled global energy markets, exacerbating shortages of the industrial fuel and sending prices soaring, even in countries that no longer buy the fuel from Moscow.

Diesel accounts for the largest share of global oil consumption, and soaring prices can ripple through the global economy given its wide range of uses, from industrial machinery and farm equipment to heavy transport and electricity generation.

Russia is the world's second-largest diesel exporter after the U.S., and refinery outages there can significantly affect global supplies of fuels. Its exports were already slowing prior to the ban due to domestic shortages left by Ukrainian drone attacks.


Funny how a few here completely ignore that important point..
Trump said he would end the Ukraine war in 24 hours.... and he could have. Instead, he agreed to fund Zelensky and Trump told us that America would be richer because Z would be buying American weapons. Are you feeling richer today?

Trump said he would bring peace to the world, and he coveted the Nobel Peace Prize. Trump even established the Board of Peace. This is what "peace" looks like to Trump:
Trump Gaza Casino & Resort- to be built on the blood-soaked ground
Trump profiteering from market manipulations
Trump selling insider trading leads to subscribers @ $100,000 per month
Trump joining the US military under the Israeli military
Trump starting a war with Iran to advance the Greater Israel Project
Trump taking over the oil resources in Venezuela
Trump pirating cargo and oil ships on the open seas

You see, it is not all Biden's fault. Trump is just the next stooge selling out America, but Trump does it more bigly. The Trump family profiteering is far worse than Biden & Clinton cartels.
 
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I explicitly stated to remain on the topic of the OP and make posts specific to the straight of Hormuz. Not even the original poster complied.

Thread locked until it can be merged with the TIO thread.
 
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