Keep pulling the thread on U.S. Central Command.
The largest short-term risk for the Hong Kong and China markets is a vicious cycle of capital outflows driven by continued underperformance.
The first session of high-level talks between the United States and Iran has concluded in Switzerland and will continue this week.
A high-level committee in the US-Iran talks has agreed on a roadmap to reach a final deal within 60 days.
A communication line has been formed to create safe passage for commercial vessels through the Strait of Hormuz.
Iran's Foreign Minister Abbas Arachi stated on X that sanctions on the country's oil and petrochemical exports have been waived and some frozen assets have been released.
The U.S. Central Command reported that vessels carrying 17 million barrels of oil passed through the Strait of Hormuz on Saturday.
Most commercial vessels passing through the Strait of Hormuz are using a temporary traffic separation scheme established by Iran.
The International Maritime Organization has been heavily engaged with Oman and the United States to establish a notice to mariners for vessel evacuation.
Paul Dobson predicts the US-Iran negotiation period will be fraught over the next 60 days, requiring investors to embed a higher risk premium into assets.
Paul Dobson states that South Korea's market is becoming a global bellwether for investors determining market direction.
Large capital flows into leveraged ETFs in South Korea are creating extreme amounts of market volatility.
The consensus view is that China's Loan Prime Rate (LPR) will not be changed in the near future.