محمدباقر قالیباف | MB Ghalibaf
@mb_ghalibaf
سرباز امام شهید انقلاب | Speaker of Islamic Republic of Iran’s Parliament
5 Following 687.2K Followers
Happy 5.1% 10Y America 🎉. Mashallah. Celebrate: it’s the floor two years out.
You wanted Iran dragged back to 1970s? Nobody told you Iran isn’t for arrogant amateurs? We’ll return you to 1970s rates, plus high gas prices, diesel shortages and bell-bottoms. Enjoy the nostalgia!
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Straits Taylor Rule:
i = r* + π* + 1.5(π−π*) + 0.5(y−y*) + α(SOH−SOH*) + β(BEM−BEM*), α,β > 0
Let’s see if a hike could open SOH or produce a single barrel :)
You can’t 25bp a chokepoint and r* isn’t neutral. It’s SOH risk premium, and We set it.
Stay unanchored !
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OQX26|USGG10YR|DOESSPR
Short harder, champ. Like your career depends on it (because it does). Or drain below the danger zone and watch your caverns collapse (along with your career). Or pray to the salt gods of Bryan Mound.
The world's already got its popcorn :)
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Liar liar pants on fire.
For real 130s, tell your staffer to pull Moody's showing $130+ billion in war costs, and ask another how much Jane Street burned north of $130 million shorting oil for you in just one futures roll.
Liar liar yields on fire.
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Instead of funneling billions to its terrorist proxy, Israel, and 750 bases, this failing empire could spend that cash on its own people, but nah, that'd make too much sense for this regime.
Scotty, man [?], your credibility is on the line. Do something.
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We welcome China’s principled statement rejecting illegal sanctions against Iran.
The Iran-China comprehensive strategic partnership is rooted in mutual respect, win-win cooperation, and a shared vision for a multipolar world. This relationship needs no one’s permission.
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1/2 We’ve received numerous messages from neighboring countries about shaping new security arrangements and economic cooperation in the region.
The United States put the security of every single one of its allies at such risk…
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Americans think squeezing Iran harder will win concessions that were never part of the agreement.
Bessent and Hegseth are way out of their league. Stop waiting for the clown crew to pull a rabbit out of their hat and clean up the mess you made.
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Imagine having forty-something million of your own citizens on food stamps and calling another nation hungry. This is not a proclamation. This is a projection. Keep your SNAP advice.
Our assets, our choices. Mind your malnutrition rates.
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The world stands at the cusp of a new order.
As President Xi said “The transformation unseen in a century is accelerating across the globe,” and I emphasize that the Iranian nation’s 70-day resistance has accelerated this transformation.
The future belongs to the Global South.
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So you're funding Hegseth the failed TV host at rates unheard of since 2007, so he can cosplay as Secretary of War in our backyard in Hormuz?
You know what's crazier than $39 trillion in debt? Paying a pre-GFC premium to fund a LARP and all you'll get is a brand new GFC.
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There is no alternative but to accept the rights of the Iranian people as laid out in the 14-point proposal.
Any other approach will be completely inconclusive; nothing but one failure after another.
The longer they drag their feet, the more American taxpayers will pay for it.
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Operation Trust Me Bro failed. Now back to routine with Operation Fauxios.
If you build two walls, one from NYC to the West Coast and another from LA to the East Coast, the total length will be 7,755 km, which is still about 1,000 km short of Iran’s total borders. Good luck blockading a country with those borders😁
P.S. For Pete Hegseth: 1 km = 0.62 mi
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3 days in, no well exploded.We could extend to 30 and livestream the well here.
That was the kind of junk advice the US admin gets from people like Bessent who also push the blockade theory and cranked oil up to $120+. Next stop:140. The issue isn't the theory, it's the mindset.
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They brag about the cards.
Let's see:
Supply Cards= Demand Cards
SOH (partly played)+BEM(unplayed)+Pipelines(unplayed)= Inv Release (played)+Demand Destruction (partly played)+⏳More Price Adj (to come)
Add summer vacation to the right unless they want to cancel it for the US!
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Swaps given "to prevent disorderly sale of US assets." Translation: some holders can't sell. ICYDK: hidden single-digit % sale cap limits some institutional holders.
Door closes if things escalate. Get out while open.
Their frontline is the yield curve.
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They'll sell war to make what great again?
Vibe-trading digital oil is like vibe-hedging in treasuries during Hormuz risk-off. Both share one house of cards that works on paper.
Difference: oil at least has Dated Brent. Treasuries? Vibes all the way down.
EUCRBRDT Index GP <GO>
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