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Naked Capitalism is a finance and economic-policy blog publishing commentary and analysis on markets, banking, geopolitics, and political economy.
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Iran says it is fully closing the Strait of Hormuz just as government bond rates climb worldwide. An energy shock into a rising-rate market leaves the usual offset unavailable.
Reality
Naked Capitalism says Bessent has moved to contain longer-dated Treasury yields, against the Fed. Duration holders should care more about that than about another Iran sanctions threat.
Perspective Coverage
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James Galbraith says long yields are the current short rate plus the expected path of short rates and very little else, so the bond rout is a hike forecast, and because one-and-done is rare the smallest sequence worth pricing is 50 basis points.
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Naked Capitalism reports crude at $101 with Persian Gulf flows increasing and Riyadh exporting at about 70 per cent of its old normal. The futures curve and the baseline barrels, the two things that would price that bid, are not in the reporting.
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Sebastien Canderle says buyout managers still cannot sell, so capital pension funds had budgeted to arrive after four or five years sits at carrying value while CalPERS's estimated 7% a year keeps compounding against it.
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One tally has the exchange running three tankers to six vessels and then five to ten; the IRGC's own statement counts twenty targets, which would make it four for one, and the only price in the material is a headline.
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Brown University's tracker has the Iran war billing US consumers $1m every two minutes, which is about $720m a day, and the line rising fastest inside that total is the diesel one that freight buyers pay.
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New York's Office of Worker Power gets a director who ran the United Auto Workers' organizing department and an order pushing three city agencies toward proactive labor investigations, while its budget and headcount stay unstated.
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Roughly $87 billion of yen buying, funded by a repo against Japan's own bond holdings, is being asked to steady a carry trade that estimates put between $500 billion and $4 trillion, and Yves Smith expects it to hold briefly.
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Naked Capitalism, reading a Groundbreaker post, argues the AI buildout's take-or-pay obligations reset in 2027 and 2028, and because those leases sit outside sponsor debt there is no disclosure to size them.
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European gas storage sits at 63% against a flexible 75% November target. The front month has traded above deferred contracts all summer, and the shortfall carried out of March lands in 2027 budgets.
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Traders put 7 to 8 million barrels a day back through the Strait while US reserve draws fell about 40 percent, which leaves heavy Canadian feedstock, not Gulf crude volume, as the number that sets American diesel costs.
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A VoxEU column puts the US-Europe listed equity gap at $34 trillion and blames market fragmentation and small-firm cost of capital. That changes what the cheap-Europe trade is buying.
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More than 500,000 Americans filed in 2025, nearly 50% above the 2022 count. The consumer credit cycle is turning while the headline economy still reads as fine.
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Two former utility research heads argue water scarcity is now an energy-security problem. For anyone siting a plant or a data center, that moves water out of the ESG appendix and into diligence.
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The Constitutional Council struck down Macron's flagship social media ban days before it was due to take effect, and its reasoning sets the test every EU age-assurance mandate now has to pass.
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Millionaires captured more than half of post-pandemic income growth while poverty hit a record for a third straight year, per The City Reporter. Demand and politics both narrow.
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SNAP cuts have pushed 4.5 million people off benefits and food banks say they cannot make up the gap. If you sell discretionary goods to that cohort, reprice your assumptions.
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Treasury promises restrictions "never seen" and the Pentagon says the blockade can run indefinitely, while a record carrier deployment and 45 lost Reapers show what holding the line costs.
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