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🇺🇸 Trump’s Speech Sends Markets Into Chaos | Simon Dixon Market Update https://youtu.be/SNbcaNGpxKs?si=VaHE2k4LIe5TK5FC
Trump addressed the nation last night.
The market expected a ceasefire. Instead Trump said the US will hit Iran extremely hard in the next two to three weeks. Oil is back at $111. Bitcoin is at $66,246. Stocks are selling off. The nothing burger speech was not nothing. It was escalation dressed as progress.
The pattern is now confirmed. Every time Trump hints at resolution oil drops and risk assets rally. Every time reality reasserts itself oil surges and risk assets dump. The market has been trading this cycle for 32 days. The IRGC confirmed yesterday the Strait will not open on any American president's timeline. Iran demands recognition of its sovereignty over the Strait as a condition of peace. Those two positions cannot be reconciled in two to three weeks.
The four pressures we have been mapping remain intact. Oil at $111 feeding into inflation preventing rate cuts. Private credit unwinding with Apollo gated and UBS suspended. Commercial real estate cascade building. Petrodollar death executing through the yuan toll booth at the Strait. Every pressure pointing at the same outcome. More printing. More debasement. Into the fixed supply asset that does not respond to presidential timelines or IRGC statements or market cycles driven by headlines. The direction has not changed. Only the timeline has extended. Stack accordingly.
🟠 Sovereign Press
The market expected a ceasefire. Instead Trump said the US will hit Iran extremely hard in the next two to three weeks. Oil is back at $111. Bitcoin is at $66,246. Stocks are selling off. The nothing burger speech was not nothing. It was escalation dressed as progress.
The pattern is now confirmed. Every time Trump hints at resolution oil drops and risk assets rally. Every time reality reasserts itself oil surges and risk assets dump. The market has been trading this cycle for 32 days. The IRGC confirmed yesterday the Strait will not open on any American president's timeline. Iran demands recognition of its sovereignty over the Strait as a condition of peace. Those two positions cannot be reconciled in two to three weeks.
The four pressures we have been mapping remain intact. Oil at $111 feeding into inflation preventing rate cuts. Private credit unwinding with Apollo gated and UBS suspended. Commercial real estate cascade building. Petrodollar death executing through the yuan toll booth at the Strait. Every pressure pointing at the same outcome. More printing. More debasement. Into the fixed supply asset that does not respond to presidential timelines or IRGC statements or market cycles driven by headlines. The direction has not changed. Only the timeline has extended. Stack accordingly.
🟠 Sovereign Press
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