#HormuzStrikeTalksStall
About HormuzStrikeTalksStall
On Sept 13, an Iranian merchant vessel was attacked near the Strait of Hormuz with casualties. An Oman-hosted meeting on Hormuz shipping set for Sept 14 was postponed with no new date. Saudi Arabia's bypass pipeline remains shut after drone strikes; US diesel topped $6 per gallon. Trump suggested a US-Iran war could end after November midterms, but no ceasefire is in place. De-escalation signals on one side, shipping disruption and stalled talks on the other.
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🇺🇸 U.S. diesel prices just broke above $6/gal for the first time, adding fresh pressure to inflation.
Supply constraints and Middle East tensions are keeping refined-fuel prices elevated, which could strengthen rate-hike expectations and push Treasury yields higher.
That’s a headwind for risk assets like stocks and BTC, while supporting the dollar and energy.
For now, the key driver remains Fed policy expectations—not diesel alone.
#SeptHikeOddsHit90% #BTCSpotETF450MOutflow
U.S. diesel prices just broke above $6/gal for the first time, adding fresh pressure to inflation.
Supply constraints and Middle East tensions are keeping refined-fuel prices elevated, which could strengthen rate-hike expectations and push Treasury yields higher.
That’s a headwind for risk assets like stocks and BTC, while supporting the dollar and energy.
For now, the key driver remains Fed policy expectations—not diesel alone.#SeptHikeOddsHit90% #BTCSpotETF450MOutflow #OracleAICloudUp121%
Diesel at $6 a gallon puts the inflation debate closer to the supply chain. Its role in freight and agriculture means the macro question extends beyond the pump.
Ahead of FOMC, my read is that persistent transport costs would matter more than a brief energy spike: if firms keep passing them through, the case for easing could become harder to make.
#USDieselBreaks6Dollars
🇺🇸 U.S. diesel prices just broke above $6/gal for the first time, adding fresh pressure to inflation.
Supply constraints and Middle East tensions are keeping refined-fuel prices elevated, which could strengthen rate-hike expectations and push Treasury yields higher.
That’s a headwind for risk assets like stocks and BTC, while supporting the dollar and energy.
For now, the key driver remains Fed policy expectations—not diesel alone.#SeptHikeOddsHit90% #BTCSpotETF450MOutflow #OracleAICloudUp121%
BIG: Diesel prices surge above $6 a gallon for the first time in history.
$CL
CPI can be explained, diesel doesn't lie
The average diesel price in the US has surpassed $6 per gallon for the first time in history, with California approaching $8
The core month-on-month CPI for August was 0.3%, exceeding expectations. When that data was collected, oil prices hadn't fully surged yet. The market is now trading on an inflation report that "hasn't yet reflected the real energy shock"
The market is no longer discussing whether there will be a rate hike in September.
Global liquidity is tightening as the US, Japan, and Europe adopt increasingly hawkish stances.
Japan’s potential rate hike could spark a yen carry-trade unwind, adding pressure to risk assets. PPI delivered mixed signals, but all eyes remain on CPI as the key catalyst.
For BTC, $76K support is the level to watch.
$BTC $ETH $SOL
#PPI #CPI #Fed #Crypto #Bitcoin
#PPIHotCPINext #OracleAICloudUp121% #BTCSpotETFOutflows
👀 The pressure valve just opened a little.
Brent fell from ~$110 to ~$104, U.S. 10Y yields eased from 4.979%, and stock futures turned green. $BTC is still standing after absorbing all three macro punches. 🥊
Now #CPI gets the microphone. If inflation behaves, could crypto turn “#survival mode” into #breakout mode? 😄 $BTC
🔥 CRYPTO AND THE MACRO SPIRAL
US PPI higher than expected, rising oil prices make the market cautious about Fed policy. $BTC is under pressure, while $ETH and $SOL show divergence.
Chain of effects to watch: Oil ↑ → inflation ↑ → interest rate expectations ↑ → USD/yields ↑ → crypto under pressure.
CPI and the upcoming Fed meeting will be the focus. Crypto is increasingly sensitive to macro flows, no longer moving independently.
🔥 BITCOIN IS FACING ANOTHER BIG TEST
BTC is holding around $77K, but the macro picture is getting tougher.
U.S. inflation hit 3.4% YoY, oil is still above $100, and the Fed rate-hike odds have climbed to around 85%. Treasury yields are also pushing toward 5%.
But BTC is still holding the $77K area 👀
If buyers keep defending this zone, the next move could get interesting.
I’m watching BTC closely here
Bullish or bearish from $77K? 👇
