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Jason MaFortune |
“Ukraine’s defensive successes, drone adaptations, and midrange strike campaign are creating compounding effects…degrading Russian frontline forces.”
"Leaning on this money machine sends the economy into a tailspin, giving the mullahs much needed motivation to negotiate in earnest."
An Iranian official told Reuters the country "will face a disaster" if sanctions aren't lifted.
"CENTCOM forces will not impede freedom of navigation for vessels transiting the Strait of Hormuz to and from non-Iranian ports."
"It puts economic pressure on Tehran without destroying the oil facilities, which you should want to preserve into the future."
"Lastly, even Iran's proposals for yuan or crypto-denominated Strait tolls are not meaningfully dollar-bearish; most stablecoins are effectively...
"One of the things that commercial ships were waiting to see was whether or not this strait was clear, and sailing two destroyers in is a big one."
"I think the conditions for a real ceasefire and a reopening of the Strait of Hormuz, a full reopening, will be stronger later this month than they...
"It is producing cutting-edge unmanned systems, not just in the air, but on the ground and at sea."
“A global security environment that is less reliant on norms and more reliant on force continues to put upward pressure on defense spending.”
Oil shocks during the 1970s represented a turning point where governments started running deficits constantly instead of just occasionally.
Trump told ABC News that if Iran doesn't make a deal, "their whole country is gone."
The scale of reconstruction required "will put pressure on the very patronage system that has helped hold the regime together."
"The last 48 hours offers some idea of what US ground operations inside Iran could entail, in terms of Iranian capabilities, risks, and scope for...
"So if we see a lot of back and forth in terms of what the administration is signaling, it's part of that strategy of actually trying to manage the...
"At Ryanair, we have lots of flights on a daily basis. We will re-accommodate you, get you back, get you out, whatever it's going to be."
"Real-time data point to an important change in the U.S. labor market: The benchmark for evaluating payroll growth has moved significantly."
"Unless Strait of Hormuz transit resumes, the stress in refined products and the shortages we're seeing across Asia will spread, and quickly."
"By the time the theft is discovered, the freight has often vanished into a black market that stretches far beyond state or even national borders."
"The risks to economic growth begin to take precedence over the risks to inflation," Oxford Economics said in a note on Monday.
The stakes are further elevated as President Donald Trump deploys thousands of U.S. troops to the Middle East for an anticipated ground assault meant...
The 31st Marine Expeditionary Unit has arrived in the Middle East.
Ukraine launched a series of drone attacks on Russia's top export hubs, including Novorossiysk on the Black Sea as well as Primorsk and Ust-Luga on...
"High housing costs and economic uncertainty have caused many house hunters to retreat, creating an imbalance of buyers and sellers."
"The world saves in dollars in large part because it pays in dollars," Deutsche Bank said.
"The need for additional spending to finance the war would increase U.S. debt, sparking a bond market selloff as investors require additional...
Warfare is changing dramatically as demonstrated by Iran and Ukraine, where large salvos of cheap drones have overwhelmed traditional defenses.
"The Middle East War now appears to be broadening and deepening," Capital Alpha Partners analyst Byron Callan said in a note on Thursday.
"The regime simply cannot pivot to cash payments, there isn't enough physical currency in the system."
"From now on traders will act based on the knowledge that Iran might at any time attack, and that new perception will create new risk premia in...
NATO Secretary General Mark Rutte backed the Iran war and predicted the alliance would eventually come around to support it too.
"That might open up the Strait of Hormuz a lot faster than anything else."
Over the past week, spot prices at the Waha gas trading hub in the Permian Basin fell as low as -$9.75 per million British thermal units.
The developments signaled the Iran war, which the U.S. and Israel launched Feb. 28, was moving in a dangerous new direction.
"The future of warfare is Ukraine producing 7 million drones per year right now," former CIA director and retired Gen. David Patraeus said.
"I don't think a normal person actually realizes that this happened or how dramatic it was."
CEO Scott Kirby pointed out jet fuel prices have more than doubled in the last three weeks, representing an additional $11 billion in annual costs if...
President Donald Trump is sending thousands of Marines to the Middle East amid reports he is considering deploying ground troops to reopen the strait.
"They have even underperformed equities and real estates which are traditionally regarded as risky assets."
Last Tuesday saw the single busiest day on record for U.S. corporate bond sales.
Iranian drone attacks on the United Arab Emirates collapsed from 332 on the second day of the war to just six on Sunday, according to the Institute...
"Responding to coastal launch sites as they emerge would require coordinated strike operations ashore and perhaps marines — the latter a clear...
Professions earning more than $100,000 a year had the worst average score (6.7), while the those earning less than $35,000 had the lowest exposure...
"I went to ChatGPT and came up with a plan on how to do this."
"The end is not in sight. The Strait of Hormuz is effectively closed, and markets are starting to price in a prolonged, uncertain endgame."
Uber cofounder Travis Kalanick unveiled a robotics company for the food, mining and transport industries.
"So there's a lot of scenarios here, a lot of really frightening scenarios about where escalation could lead," Sacks said.
"The more we make ourselves less attractive to markets, the more likely it is that you will have a fiscal crisis."
"Iran has extensive tunnel networks to protect and launch such vessels surreptitiously, including midget submarines and other submersibles useful for...
A Bloomberg investigation in January found Khamenei has avoided putting investments in his own name, but they totaled more than $138 million.
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