We’ve been hearing one line on repeat: “The Fed cannot print molecules.” Fair. But what if markets do not actually need fully normalized oil flows to move higher?
In our latest research piece, we walk through how tanker traffic is still weak, why dry bulk like sulphur is quietly improving, and how Iran just rewired transit payments through Bitcoin, USDT, and even USD1.
What if the biggest Q2 pain trade is US risk assets ripping to new highs while the Strait of Hormuz is still only half‑open?
byu/cyborg_relations inAskEconomics
Posted by cyborg_relations