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Iran's Islamic Revolutionary Guard Corps navy announced an immediate blockade of the Strait of Hormuz early on the 12th, banning all vessel transit until further notice and until US regional intervention stops, with one ship reportedly halted by warning shots after sailing with its AIS transponder off. Roughly a fifth of global oil supply transits Hormuz, so a sustained closure would spike Brent and WTI, lift gold and the dollar on safe-haven demand, and pressure risk assets including equities and BTC through the risk-sentiment channel. The report is sourced via PANews citing a wire item, so traders should watch for confirmation from tanker-tracking data, official US or Iranian statements, and the actual behavior of shipping traffic before pricing a full supply disruption.
As a Macro signal, watch whether it changes price action, volatility, or flows around CL=F, GC=F, BTC.
Original Source: 토큰포스트
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.
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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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