Speculation on why the prices of both gold and oil are not shooting up as high as traders predicted from the Silk and Steel podcast.
TLDR : This is Bessant’s area. He’s fighting a financial war. US treasury manipulation is suppressing both prices to defend the petrodollar. Demand will fall if countries need Yuan not USD to get that Hormuz oil. Iran is only allowing ships that trade in Yuan through.
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I found a YouTube link in your post. Here are links to the same video on alternative frontends that protect your privacy:



