Friday morning #headlines recap
BoJ hikes 25bp to 1.25%, yen weakens anyway. Highest policy rate since 1995 and the shortest interval between Japanese hikes since 1990. USD/JPY promptly went the other way. Analyst take: the market's message is that 25bp isn't enough, and the only remaining lever is FX intervention that burns reserves. Rinse-and-repeat expected until Japan runs out. On the US front, Analysts are saying another hike before midterms is all but inevitable. *Don’t worry, Buttboy Bessent will save the day for everyone…*
Aramco admits the East-West pipeline is down and is now buying diesel. *Apparently yesterday’s boast about fixing the pipeline quickly was the usual PR bullshit.*
The previous attacks on the Yanbu terminal show target selection precise enough to imply insider information, killing ~400km of flow and any bypassing redundancy. Like the pipeline, it will take 3 to 6 months to repair, not weeks. Heavy equipment for the repair now has to be airlifted because the sea routes are shut. Meanwhile Yanbu was struck again overnight and is still burning.
Saudi Arabia asks Oman to broker a two-week Houthi ceasefire. *Sounds like the classic “y’all stop shooting at us so we can reload”. *
Reports of struck vessels in Hormuz continue to come in while Trump decides whether to “annihilate them or not”. *He has no cards to play unless he’s gonna drop a nuke. Regardless, it has a “fiddling while Rome burns” vibe to it. *
US diesel hits $6.40 record as a major Midwest refinery in Joliet Illinois drops offline (floodwater took out a pump at the facility). As one analyst put it: “diesel is trading as if Brent were $180”. In response to the crisis Washington issued a 90-day emergency waiver letting fuel truckers run 16 hours instead of 14. Analyst notes that longer hours move diesel faster but do not create any. *Not only that, it involves greater danger for motorists sharing the road with the streetshitters that are driving the trucks. *
Germany is weighing market incentives to lift record-low natural gas storage; Dutch storage sat at 47% at end-August against 83% in Italy, and only 53% by mid-September. *Eurobros facing a long cold winter thanks to Trump and the jews.*
JP Morgan's commodities desk: "For the first time since the start of the Iran conflict, we don't have a baseline view. We simply don't know how to model the endgame”.
Palantir's Alex Karp on CNBC says AI companies "have to be nationalized”. *Regulatory capture in 3… 2… 1…*
Ten US military aircraft lost on US soil in six months, all ruled accidents. The most recent incident was an F-16 crash in Michigan on Thursday. *Fly the deadly skies of DEI…*
Headline from Polymarket: Rumors are circulating in Silicon Valley that some Anthropic engineers have begun “worshipping” Claude as a god. *Those jews love themselves a golden calf to bow down to, don’t they? *
Odd corners of the commodity tape: lumber at its lowest close of the year, coffee lowest since June. *Take your scraps of good news where you can find them. *
***Enjoy your weekend frens, maybe try to take a nice walk in the woods… ***
https://cdn.nicecrew.digital/40/31/be/4031beeded8b4d3d4a80353140ccb93e0201c81c62311b67595f31438b56ad76.WEBP
npub1r8…0caah
2026-09-18 13:02:36 UTC
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npub1r87lv2ntrzq87utjtsxrfrt74sc25vnszmksugc0a8zcurnxdhwsx0caahSeen on
wss://relay.momostr.pinkPublished at
2026-09-18 13:02:36 UTCEvent JSON
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"content": "Friday morning #headlines recap \n\n\nBoJ hikes 25bp to 1.25%, yen weakens anyway. Highest policy rate since 1995 and the shortest interval between Japanese hikes since 1990. USD/JPY promptly went the other way. Analyst take: the market's message is that 25bp isn't enough, and the only remaining lever is FX intervention that burns reserves. Rinse-and-repeat expected until Japan runs out. On the US front, Analysts are saying another hike before midterms is all but inevitable. *Don’t worry, Buttboy Bessent will save the day for everyone…* \n\nAramco admits the East-West pipeline is down and is now buying diesel. *Apparently yesterday’s boast about fixing the pipeline quickly was the usual PR bullshit.* \u2028\u2028\n\nThe previous attacks on the Yanbu terminal show target selection precise enough to imply insider information, killing ~400km of flow and any bypassing redundancy. Like the pipeline, it will take 3 to 6 months to repair, not weeks. Heavy equipment for the repair now has to be airlifted because the sea routes are shut. Meanwhile Yanbu was struck again overnight and is still burning. \n\nSaudi Arabia asks Oman to broker a two-week Houthi ceasefire. *Sounds like the classic “y’all stop shooting at us so we can reload”. * \n\nReports of struck vessels in Hormuz continue to come in while Trump decides whether to “annihilate them or not”. *He has no cards to play unless he’s gonna drop a nuke. Regardless, it has a “fiddling while Rome burns” vibe to it. * \n\nUS diesel hits $6.40 record as a major Midwest refinery in Joliet Illinois drops offline (floodwater took out a pump at the facility). As one analyst put it: “diesel is trading as if Brent were $180”. In response to the crisis Washington issued a 90-day emergency waiver letting fuel truckers run 16 hours instead of 14. Analyst notes that longer hours move diesel faster but do not create any. *Not only that, it involves greater danger for motorists sharing the road with the streetshitters that are driving the trucks. * \n\nGermany is weighing market incentives to lift record-low natural gas storage; Dutch storage sat at 47% at end-August against 83% in Italy, and only 53% by mid-September. *Eurobros facing a long cold winter thanks to Trump and the jews.* \n\nJP Morgan's commodities desk: \"For the first time since the start of the Iran conflict, we don't have a baseline view. We simply don't know how to model the endgame”. \n\nPalantir's Alex Karp on CNBC says AI companies \"have to be nationalized”. *Regulatory capture in 3… 2… 1…* \n\nTen US military aircraft lost on US soil in six months, all ruled accidents. The most recent incident was an F-16 crash in Michigan on Thursday. *Fly the deadly skies of DEI…* \u2028\u2028\n\nHeadline from Polymarket: Rumors are circulating in Silicon Valley that some Anthropic engineers have begun “worshipping” Claude as a god. *Those jews love themselves a golden calf to bow down to, don’t they? * \n\nOdd corners of the commodity tape: lumber at its lowest close of the year, coffee lowest since June. *Take your scraps of good news where you can find them. * \n\n***Enjoy your weekend frens, maybe try to take a nice walk in the woods… ***\nhttps://cdn.nicecrew.digital/40/31/be/4031beeded8b4d3d4a80353140ccb93e0201c81c62311b67595f31438b56ad76.WEBP\n",
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