The news. The narrative. The timeline.
The UK Foreign Secretary called the world sleepwalking into a food crisis because Hormuz froze fertiliser at the spring planting window — supply-chain Twitter has said so since March.
The 30-year hit 5.19% Tuesday — the highest since July 2007 — and Warsh has not yet given a speech.
The TEDPIX rose nominally — 42 firms stayed shut and the steel and petrochemical floor never opened.
Treasury took $275 million from Adani for buying Iranian LPG dressed as Omani and Iraqi gas — that is the public number.
Inventory keeps falling, supply has not returned, and a waiver rumor is still not a reopened Strait.
AAA's record holiday travel forecast collides with the Hormuz fuel passthrough the bond market priced this week.
Two of the desk's open watch-items advanced without changing position, which is itself the receipt.