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Beiträge
Most analysts called March 2026's dollar rally a "risk-off safe-haven move." That's the wrong answer. The dollar didn't strengthen because investors trusted it more. It strengthened because $19.9 billion in speculative shorts — the most crowded FX trade in two years — had nowhere to go when the Middle East conflict hit. Liquidity vanished. Stops triggered. CTAs reversed. Q1 settlement demand a...

The March 2026 Dollar Short Squeeze

Mar 21, 2026
244 Aufrufe
Iran's Supreme Leader Ali Khamenei was killed February 28, 2026, in coordinated U.S.-Israeli strikes (unconfirmed). The Interim Leadership Council formed March 1—President Pezeshkian (reformist), Judiciary Chief Ejei (hardliner), cleric Arafi (ceremonial)—creates deadlocked governance. The rial crashed 12% in 48 hours to 1,850,000:1, government workers earn $84/month (28% of poverty line), and...

Iran After Khamenei: Military Oligarchy, Fragmentation, or Reform?

Mar 03, 2026
255 Aufrufe
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