Dougie Kass, The Kobeissi Letter, and zerohedge amplify Hormuz risk, with Morgan Stanley cited as assuming the strait stays effectively shut, framing a key market catalyst for energy and risk assets.
President Trump Warns Iran: "48 Hours Before All Hell Reigns Down."
Traffic through the Strait of Hormuz is picking up, with the 7-day average of transits hitting its highest since the war began.
Breakdown of national dependency on oil imports from the Strait of Hormuz.
Excuse me Mr. President @potus @whitehouse but the Fuckin' Strait of Hormuz was Fuckin' Open for passage before you Fuckin' Started to engage in the bombing attack of Iran.
President Trump tells Iran “open the f***** Strait of Hormuz, you crazy bastards, or you’ll be living in hell.”
We now assume the Strait stays effectively shut through end-April: Morgan Stanley
"Asia Is Most Exposed To Higher Energy Prices": Morgan Stanley Explores Asia's Biggest Challenges
"Most Asian economies can use coal to replace the electricity-generating capacity lost from supply constraints to natural gas." - Morgan Stanley
Oil at $111.
Inflation forecast revised UP to 3.3%.
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