Monday 9th March 2026. Financial Markets brief. War escalates. Oil over $100, everything else down.

Описание: Today is not a good day. The military conflict is intensifying. The impact on finacial markets is not good. Everything is down, gold and silver. Precious metals miners falling shaply too.

• Strait of Hormuz effectively shut — 20 million barrels/day off the market
• Brent crude at $119, Goldman warning of $150 by month-end
• G7 emergency meeting today on strategic petroleum reserve release — will it be enough?
• Iran's new Supreme Leader is Khamenei's son — hardliners in control, no diplomacy in sight
• US nonfarm payrolls collapsed: minus 92,000 vs forecast of +55,000
• Unemployment up to 4.4%, sixth monthly decline in payrolls since January 2025
• Q4 2025 GDP just 1.4% annualised — down from 4.4% in Q3
• Core PCE inflation stuck at 3.0% — 50% above the Fed's target
• Fed trapped: economy needs cuts, inflation says no
• Oil above $100 makes H1 2026 rate cuts virtually impossible
• Textbook stagflation setup assembling in real time
• Gold only at $5,050 despite geopolitical chaos — dollar strength holding it back
• Nikkei down 5.2%, Kospi triggered circuit breakers at minus 6%
• Bond yields rising on inflation fears, not falling on recession fears — unusual and dangerous
• Trump says oil spike is "a very small price to pay" — Republican cracks appearing
• Energy Secretary claims US isn't targeting Iran's energy infrastructure — overnight strikes say otherwise
• Gulf states dragged into the crossfire — drone intercepts over Saudi, Kuwait, Bahrain, UAE
• UK RAF bases confirmed in use to support the strikes
• Emerging markets and energy importers under acute stress

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