Macro Mondays Iran Tensions Over?
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Jun 24, 2025 Tensions around Iran escalate, affecting global markets and cryptocurrency dynamics. The hosts discuss internal Republican conflicts over foreign policy, particularly its implications for Israel and Iran. Trump's foreign policy challenges are explored, shedding light on divisions within his party. The geopolitical landscape in the Strait of Hormuz takes center stage, revealing Iran's military potential and its effect on oil trade. Insights on Saudi Arabia's influence over pricing trends and the U.S. military's role deepen the conversation around market volatility.
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Strait of Hormuz Remains Open
- The Strait of Hormuz is currently open despite fears and rumors of a closure. - Market panic over a blockade was largely unfounded and exaggerated.
Saudi Arabia Gains from Tensions
- Saudi Arabia benefits by pumping more oil amid Middle East tensions. - They regain market share as prices rise without major supply disruptions so far.
Likely Quick De-escalation with Iran
- A swift de-escalation and deal with Iran are likely after initial retaliation. - Trump wants a quick resolution to avoid prolonged conflict disrupting his agenda.