@najam_ali Intrstng take, but if this were a real USD exodus, we’d expect consistent inflows into alternatives like gold silver BTC etc. Could just be yield repricing driven by rates and expectations rather than a structural shift away from the dollar. Where exactly is that liquidity going?
The U.S. Bond yields up + dollar down simultaneously is an early and important warning that the privilege of dollar reserve status may be getting quietly stress-tested right now.
Investors are not seeing increasing bond yields as an opportunity to invest. They are staying away from dollar after seeing an economy under fiscal distress.
Iran needs to be clear, fast.
If it is not attending the meeting in Pakistan, it must spell out why:
is it the port blockade?
the deal terms?
or both?
Because silence comes at a cost.
Iran earned global sympathy as the underdog.
It risks losing that quickly if it appears evasive or inconsistent.
The bigger concern is strategic judgment. War may have created leverage but leverage is fleeting.
It can disappear in days if not converted into outcomes.
History is a harsh reminder.
In 1988, after years of war and immense losses, Iran was forced to accept a deal it once resisted.
Leverage unconverted is leverage lost.
And misreading the moment can turn advantage into regret, very quickly.
Observers are perplexed by Pakistan’s ability to independently navigate the Afghan situation on its own terms while simultaneously managing regional developments in the Middle East with significant skill.
The Indian journalist tried to paint Pakistan as unsafe for Vance. The ex-diplomat's response?
"He will be safe. you all look like a bunch of schoolchildren right now squabbling over things that really don't make a difference. This is about real people, real lives"
Two of the measures mutually agreed upon between the parties have yet to be implemented: a ceasefire in Lebanon and the release of Iran’s blocked assets prior to the commencement of negotiations.
These two matters must be fulfilled before negotiations begin.
60 nautical miles? Wow.
If ordinary citizens of the world, with small and underresourced boats can do that, why states don't break the blockade with their navies?
Is this the world we live in? No, we do not accept it.
Go, go Flotilla! Sail safe.
God's wind.