IRAN'S IRGC CLAIMS IT DID NOT FIRE AT KUWAIT AIRPORT: STATE TV
IRGC CLAIMS DESTRUCTION OF PASSENGER TERMINAL AT KUWAIT AIRPORT WAS CAUSED BY AN ERROR IN AMERICAN PATRIOT SYSTEM ATTEMPTING TO INTERCEPT IRANIAN MISSILE
🇺🇸 Trump: “If Iran fails to sign a deal we will resume the war”
🇮🇷 Iran: “If war breaks out again and our oil exports are blocked, Iran will block the exit of oil from the entire region!” 💥
Try us. Hormuz stays in Iran’s hands. Empire playing with fire! 💪🇮🇷
Apátok fasztát! Alig múlt el egy hónap!
16 ÉVIG MUTOGATTATOK GYURCSÁNYRA!
Lázár még a hajrában is azzal jött, hogy mindenki más elbaszta, csak ők nem. 16 ÉV UTÁN!
Úgyhogy shut the fuck up, narancsgörények!
Good morning.
Today’s Financial Times neatly captures the escalating economic fallout of the war.
Specifically, Phases I and II (a concentrated energy shock followed by a broader price shock) now risk being joined by Phase III (demand destruction). In turn, this threatens Phase IV, the higher risk of financial instability.
As I argue in my latest column in the same paper, this coincides with a decline in policy responsiveness across many countries.
#economy #markets #middleeastwar
Bond issuance is growing, driven by both big tech (FT below) and national governments.
This arrives at a time when some traditional buyers are retreating, while an increasing number of developing economies are selling off their holdings to meet mounting FX requirements.
#markets #economy #bonds @ft
🚨 WARNING: CHINA'S COLLAPSING IN REAL TIME.
China’s real estate market just crashed to a 20-year low.
About 25% of the market is already GONE.
And this collapse is NOT over.
If you think this won't affect anything...
YOU ARE COMPLETELY WRONG.
This is NOT just about apartments.
This is about one of the biggest engines of Chinese growth staying broken for years.
While household wealth, confidence, and demand keep getting hit at the same time.
That one fact explains a lot.
Because property crashes do NOT stay inside property.
- They hit spending.
- They hit credit.
- They hit local government finances.
And then they hit the whole economy.
Now look at how deep this already is.
New home prices fell 3.2% year over year in February.
53 out of 70 cities were still falling month over month.
Property investment has now declined for four straight years.
And in December 2025, that drop reached a record 17.2%.
That is NOT a market that is stabilizing.
That is a market still breaking.
And it gets worse.
Home prices are expected to fall another 4% in 2026.
The downturn is now expected to run into 2027.
Even after a 40% national property price fall from 2021 to 2025, the system is still under pressure.
Now connect the dots.
When a housing market this big keeps falling, the damage does NOT stay local.
- China’s households get poorer.
- Consumption gets weaker.
- Developers stay trapped.
- Local governments lose land-sale revenue.
And global markets get another reminder that one of the biggest growth engines in the world is still in deep trouble.
This is NOT a small problem.
This is a REAL slow-motion collapse that keeps feeding into growth, confidence, and risk.
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
Follow and turn notifications on.
I’ll post the warning BEFORE it hits the headlines.