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US Central Command announced at 10:15 PM ET on the 13th that it completed a five-hour strike campaign against military targets across Iran, hitting coastal defenses, missile and drone bases, and naval assets in Bushehr, Chabahar, Jask, Konarak, Abu Musa, and Bandar Abbas. Direct US military action on Iranian territory raises Strait of Hormuz supply-disruption risk, which pressures Brent and WTI higher, supports gold as a haven, and weighs on risk assets including equities and BTC beta. Watch for Iran's retaliation signals and any shipping disruptions in the Gulf, which would determine whether this is a one-off repricing or a sustained geopolitical risk premium in oil.
As a Macro signal, watch whether it changes price action, volatility, or flows around CL=F, GC=F, BTC.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
Influencer Threads
Anthony Pompliano opines that most Americans no longer know whether the war with Iran is ongoing because, in his view, it has been switched on and off so many times. This is personal commentary with no direct market data or positioning.
Crypto Wendy O argues that the stock market is not a true reflection of the economy, saying that if working families cannot afford food, shelter, and energy, people should stop claiming everything is fine. This is the author's opinion, not a market call.
Ray Dalio argues that among the major forces at play, AI will enhance productivity and lower costs over time but also significantly reduce jobs, making it a huge producer of wealth gaps. He raises the question of how to distribute that wealth and benefits like education, noting that 60% of Americans read below a sixth-grade level and asking how that population can be made productive.
Dalio states that, based on his indicators and analysis rather than his hopes, the US-Israel-Iran war is not an isolated conflict but part of a larger world war that he believes will not end anytime soon. This is the author's personal macro assessment.
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