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Middle East Trump Declares Total All Part Ceasefire
Trump: Donald J. Trump @realDonald Trump CONGRATULATIONS TO EVERYONE! It has been fully agreed by and between Israel and Iran that there will be a Complete and Total CEASEFIRE (in approximately 6 hours from now, when Israel and Iran have wound down and completed their …
ME- First the Bang. Date: Monday, June 23, 2025 Now the Whimper!
ME- First the Bang. Now the Whimper! Investment Conclusion The time of maximum risk is over. The Mullahs will shift to survival mode. They will not seek to escalate militarily – though a few revenge suicide bombings could happen. Any significant escalation by Iran …
US Container Traffic, TICS, The BIS Study of the weaker US$ & BBB Clause 988
This Update will be quick as the Middle East is dominating research resources! 1. Port of Los Angeles Data shows fairly stable container flows at TEU 134k and then 127k for next two weeks but then there is a pretty massive fall to TEU 77k in the week of July 6 to July 12. If…
ME – No Taco but Attack
ME – No Taco but Attack Investment Conclusion. President Trump has not gone TACO on Iran. The US will attack Iran’s nuclear asserts (e.g. Fordow) if Iran does not totally surrender its nuclear assets in short shift. No more negotiations. No more ducking and weaving. No…
NDTV What will Make the Middle East matter to markets ?
NDTV -Middle East War: what will make the war matter to markets ?
ME- Portfolio on War Footing
ME- Portfolio on War Footing Investment Conclusion President Trump has shifted his stance to demanding “unconditional surrender” of Iran. If this is not just rhetoric or a negotiating ploy, it opens the way to escalation of the war. Israel and the US would then …
RTHK - The Close with Carolyn Wright & Richard Harris - the Middle East Conflict
RTHK - The Close with Carolyn Wright & Richard Harris - the Middle East Conflict The pause before the storm or a durable return to normal?
Peter Lewis Money Talk : ME war spill overs or lack of them
Peter Lewis Money Talk : ME war spill overs or lack of them. And what is the state of China's economy?
Israel Vs Iran Update: The Thin Edge of Judgement
Israel Vs Iran Update: The Thin Edge of Judgement Investment Conclusion The war will last longer than the Israeli lightning-strikes that the market is used to. It can also tip into a war focussed on regime-change (as Israel ambitions) or a pause for President Tr…
US Container Traffic Data - inward bound in TEUs
The Port of Los Angeles inward bound anticipated container traffic is set to run at 122k to 123k TEUs this week and next. This is slightly above the low levels of a year ago. However in the week ending July 7 volumes drop back to the average run rate of 100k TEUs. This is not a…