Weekly Review · W22 · 2026 The Wheel Changes Hands With oil down 16 percent and gold circling 4,500 dollars, the most important event of the week was not a price. It was the fact that the Federal Reserve got a new driver. The question is no longer “when do they cut,” but “who controls … Read more
Weekly Review · W17 · 2026 · 2026-04-21 · Meška Hormuz ceasefire ends tomorrow. The oil shock is pushing global liquidity down – and central banks haven’t decided what to do yet. 50 days of war’s consequences are only now reaching financial systems. Gold – ATH zone. BTC – oscillating. DXY – weakening. ECB – … Read more
Week’s Signal The Hormuz blockade remains essential: a security premium, not a geopolitical trick. The two-week US–Iran ceasefire is melting away, and fleet transit through the strait remains severely restricted. Since March 27, when the IRGC closed the strait, maritime movement dropped to nearly zero. It later returned to about 30% of normal levels, but … Read more
existing
Hormuz closed, BRICS Unit launched, the S&P falling for a fourth straight week, and the Fed doing what it always does: pretending it’s in control. A week where everything came together. Iran rejected Trump’s peace plan. The Strait of Hormuz is effectively shut, with the IRGC declaring that “not a drop of oil will pass.” … Read more