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Q3 shocks

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Richard Nixon

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Larak Strike Turns Hormuz Into a Mine-War Energy Shock

U.S. forces struck two Iranian launchers on Larak Island near the Strait of Hormuz on August 30 after U.S. officials said IRGC personnel were preparing rockets carrying sea mines for the waterway. Iran claimed retaliatory strikes on bases hosting U.S. forces …

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Warsh Turns Jackson Hole Into a Rate-Hike Liquidity Shock

Kevin Warsh’s Jackson Hole speech gave markets a hawkish Fed signal, with AP reporting a jump in the two-year Treasury yield after the remarks. Warsh tied the policy debate to persistent inflation, strong AI-related investment, and a less guidance-heavy centr…

Monetary Operating Systems (💵🧩)
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