Trump turned Mafia and Collects Protection Money!
Brent crude has surged above US$80, WTI is close to US$80, and the US–Iran conflict is escalating again.
But the biggest economic threat is not just the missiles.
Donald Trump has proposed that the United States become the “Guardian of the Strait of Hormuz” and charge a 20% fee on cargo passing through the waterway. Based on current cargo values, this could amount to approximately US$250 million a day.
At the same time:
The US has carried out three consecutive nights of strikes on Iran.
Iran has retaliated against US-linked facilities across the Gulf.
Commercial tankers have reportedly been attacked.
Shipping insurance, freight costs and oil prices are rising.
Trust between the US and Iran has effectively collapsed.
In this video, I analyse:
Why the 20% Hormuz charge could worsen shipping costs
How higher oil prices flow into inflation
Why interest-rate cuts may be delayed
Whether interest rates could rise again
Which stock-market sectors may win or lose
Why the world could be entering a stagflationary environment
What investors should watch next
The war is the headline.
The real investment story is oil, shipping costs, inflation and interest rates.
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