Search | Energy EXCH
  • Search Energy EXCH
Posts by Trader
Website
Posts by Trader
    Advanced Search Options
    Post Types (all, none)
    Websites (all, none)
    Post Attachments (all, none)
    Sort Results By
    Date Range
    Back to Basic Search
      Markets after the war
      Submitted May 25, 2026      |From robinjbrooks.substack.com|1 comment

      The day after the war with Iran began, I put out a post on what this meant for markets. I’m following that up today - as the US and Iran approach a negotiated settlement - with what’ll happen to markets once this conflict finally ends. Oil prices ...

      BOJ’s Himino: Future policy rate increases will depend on developments in growth, inflation,...
      Submitted May 25, 2026      |From @FirstSquawk|4 comments

      BOJ’s Himino says future policy rate increases will depend on developments in growth, inflation, and financial conditions. BOJ’s Himino says policymakers will remain mindful of Middle East developments when deciding the pace and timing of monetary policy normalization. BOJ's Himino reaffirms rate hike path with Middle East risk the key caveat Bank of Japan Deputy Governor Ryozo Himino used Diet testimony on Monday to reaffirm the central bank's commitment to raising interest rates, delivering a clear directional signal while building in explicit flexibility around timing given the unresolved conflict in the Middle East. Himino's core message was unambiguous: the BOJ will continue to raise its policy rate and progressively reduce the degree of monetary accommodation, calibrating its moves to the trajectory of economic activity, prices and financial conditions. That formulation keeps the tightening path intact while preserving the discretion the bank will need if the Iran conflict produces a sharper-than-expected drag on the Japanese economy. The Middle East featured prominently in Himino's remarks. He acknowledged that the BOJ's economic outlook is contingent on how the situation develops, and said the central bank will weigh the timing and pace of any further adjustment against its assessment of how regional developments are feeding through to domestic conditions and whether the baseline scenario remains on track. It was a careful hedge, but not a retreat: the direction of travel was left in no doubt. On bond markets, Himino noted that the recent rise in long-term interest rates reflects broader global anxiety about inflation rather than any Japan-specific deterioration. He added that the BOJ will consult market participants and assess market functionality as it works through its review of bond purchase tapering plans, a process that carries its own sensitivity given the scale of the bank's balance sheet and the risk of disorderly moves in the JGB market.

      Satoshi-era Bitcoin whale moves $203 million
      Submitted May 25, 2026      |From thestreet.com

      A long-dormant Bitcoin (BTC) whale from the Satoshi era transferred 2,650 Bitcoin worth about $203 million to FalconX and Cumberland over-the-counter (OTC) trading desks in one of the largest old-wallet movements recorded this year. The transfers ...