Quantum Strategy 's Avatar

Quantum Strategy

@quantumstrategy

The leading researcher in macro that matters to markets

32
Followers
19
Following
2,098
Posts
11.08.2024
Joined
Posts Following

Latest posts by Quantum Strategy @quantumstrategy

Preview
Drewry on X: "Drewry’s Intra-Asia Container Index (IACI) slipped 5% in the second week of March, settling at $616 per 40ft container. Read our detailed assessment and trade route analysis at: https://t.co/5sCegRmxyK #shipping #containers #intraasia #logistics #SupplyChain #transportation https://t.co/p1IEzUgr9G" / X Drewry’s Intra-Asia Container Index (IACI) slipped 5% in the second week of March, settling at $616 per 40ft container. Read our detailed assessment and trade route analysis at: https://t.co/5sCegRmxyK #shipping #containers #intraasia #logistics #SupplyChain #transportation https://t.co/p1IEzUgr9G

Drewry’s Intra-Asia Container Index (IACI) slipped 5% in the second week of March, settling at $616 per 40ft container.

x.com/drewryshippi...

13.03.2026 15:07 👍 0 🔁 0 💬 0 📌 0

x.com/centcom/stat...

12.03.2026 23:58 👍 0 🔁 1 💬 0 📌 0

According to CBS News, the other aircraft involved in the crash of a U.S. Air Force KC-135 Stratotanker tonight over Western Iraq was another KC-135, with the tanker that went down in Iraq carrying a total of six servicemembers, while the other tanker was able to safely return to Israel.

12.03.2026 23:52 👍 0 🔁 0 💬 0 📌 0
Preview
US military says rescue efforts under way after refuelling plane crashes in Iraq - follow live The American military says it was not brought down by hostile or friendly fire. Meanwhile, Israel continues strikes against Iran and Lebanon.

www.bbc.com/news/live/c4...

12.03.2026 23:50 👍 0 🔁 0 💬 0 📌 0
Preview
Customer sues Costco for tariff refunds The lawsuit is an indication of the complexities looming over a potential $166bn in tariff refunds.

www.bbc.com/news/article...

12.03.2026 23:47 👍 1 🔁 0 💬 0 📌 0
Preview
Israel drops charges against soldiers accused of abusing Gaza detainee The Israeli military's top lawyer cites "exceptional circumstances" for dropping the case involving a Palestinian man held at Sde Teiman military prison.

www.bbc.com/news/article...

12.03.2026 21:07 👍 0 🔁 0 💬 0 📌 0
LinkedIn This link will take you to a page that’s not on LinkedIn

U.S. Central Command (CENTCOM) has issued a statement warning civilians in Iran to immediately avoid all port facilities where Iranian naval forces are operating.
lnkd.in/g2Jewz69

12.03.2026 15:01 👍 0 🔁 0 💬 0 📌 0

In his first message to the Iranian people following his appointment as Supreme Leader of the Islamic Republic of Iran, Ayatollah Seyyed Mojtaba Hosseini Khamenei stated that Iran will continue to use its leverage over the Strait of Hormuz.

x.com/sentdefender...

12.03.2026 15:01 👍 0 🔁 0 💬 0 📌 0

Stunning

12.03.2026 14:46 👍 0 🔁 0 💬 0 📌 0
Post image

Happy Corner - a photowalk to forget the mess the world is in

12.03.2026 08:35 👍 3 🔁 1 💬 1 📌 0
Post image

A clear majority (eyeball: 80-90%?) of tankers present in and around Hormuz strait are sanctioned ones.

Probably not news to insiders, like @TankerTrackers who got me the sanctions-list, but it was to me.

12.03.2026 09:29 👍 318 🔁 137 💬 12 📌 13
Drewry on X: "Drewry’s World Container Index increased 8% to $2,123 per 40ft container this week, mainly due to a sharp rise in rates on the Asia–Europe route. View our detailed assessment at: https://t.co/6p2hMDY2cV #WorldContainerIndex #containers #shipping #SupplyChain #logistics https://t.co/BxAky872pA" / X Drewry’s World Container Index increased 8% to $2,123 per 40ft container this week, mainly due to a sharp rise in rates on the Asia–Europe route. View our detailed assessment at: https://t.co/6p2hMDY2cV #WorldContainerIndex #containers #shipping #SupplyChain #logistics https://t.co/BxAky872pA

Drewry’s World Container Index increased 8% to $2,123 per 40ft container this week, mainly due to a sharp rise in rates on the Asia–Europe route.

x.com/drewryshippi...

12.03.2026 14:44 👍 0 🔁 0 💬 0 📌 0
Why Central Banks Are Done Cutting Rates After Gulf Crisis | David Roche On 'MiddleEast Mess' & More
Why Central Banks Are Done Cutting Rates After Gulf Crisis | David Roche On 'MiddleEast Mess' & More YouTube video by NDTV Profit

NDTV: The Aftermath: Where does the Iranian War leave Economic Policy? What are the options and risks?

youtu.be/wfcvHngoPmI?...

10.03.2026 05:43 👍 1 🔁 1 💬 0 📌 0

Thank you so much

12.03.2026 05:06 👍 0 🔁 0 💬 0 📌 0
Strait of Hormuz will partially reopen in 2-3 weeks: David Roche
Strait of Hormuz will partially reopen in 2-3 weeks: David Roche YouTube video by CNBC International Live

youtube.com/watch?v=VrUh...

11.03.2026 13:11 👍 0 🔁 0 💬 0 📌 0
PETER LEWIS' MONEY TALK - Tuesday 10 March 2026
PETER LEWIS' MONEY TALK - Tuesday 10 March 2026 YouTube video by Peter Lewis

youtube.com/watch?v=4Nsy...

11.03.2026 13:09 👍 0 🔁 0 💬 0 📌 0
Preview
Iran police chief warns against anti-regime protests as Israeli PM urges Iranians to 'gain freedom' Meanwhile, Israel says it has launched a new wave of strikes at Tehran and the UAE says its air defence systems are responding to a

www.bbc.com/news/live/cd...

10.03.2026 22:48 👍 0 🔁 0 💬 0 📌 0
Preview
Russia's deportation of Ukrainian children amounts to crime against humanity, UN says Vladimir Putin's direct involvement in the forcible deportation of Ukrainian children has been visible from the outset, the UN says.

www.bbc.com/news/article...

10.03.2026 22:46 👍 0 🔁 0 💬 0 📌 0
Preview
Five Iranian footballers granted Australian visas after anthem protest Concern has grown for team after one critic called them "wartime traitors" for failing to salute during the Iranian anthem.

www.bbc.com/news/article...

10.03.2026 19:10 👍 0 🔁 0 💬 0 📌 0

Thank you 57AJH

10.03.2026 10:29 👍 0 🔁 0 💬 0 📌 0
Preview
Strait of Hormuz will partially reopen in 2-3 weeks: David Roche Quantum Strategy' David Roche says he expects oil reserves can sufficiently support world demand, and that the 'world won't run out of oil'. He also explains why he believes Iran can't afford to escal...

Why there is not, and will not be, an oil crisis. Bringing together stocks, output and the military logistics of the securitising the Gulf. however, the outcome of war have long-lasting negative consequences. Here’s why

www.cnbc.com/video/2026/0...

10.03.2026 09:35 👍 1 🔁 0 💬 0 📌 1
Preview
Why is China set to approve a new law promoting 'ethnic unity'? A law that could threaten the rights of minority groups is a sign of the direction Xi is taking China.

www.bbc.com/news/article...

10.03.2026 06:41 👍 0 🔁 0 💬 0 📌 0
Preview
Hong Kong tipped to be world’s top financial hub amid global yuan expansion plan National People’s Congress deputy Li Yinquan says Hong Kong to gain substantially from Beijing’s push to internationalise yuan’s reach.

Hong Kong tipped to be world’s top financial centre amid global yuan expansion plan www.scmp.com/news/hong-ko...

10.03.2026 06:39 👍 1 🔁 0 💬 0 📌 0
Why Central Banks Are Done Cutting Rates After Gulf Crisis | David Roche On 'MiddleEast Mess' & More
Why Central Banks Are Done Cutting Rates After Gulf Crisis | David Roche On 'MiddleEast Mess' & More YouTube video by NDTV Profit

NDTV: The Aftermath: Where does the Iranian War leave Economic Policy? What are the options and risks?

youtu.be/wfcvHngoPmI?...

10.03.2026 05:43 👍 1 🔁 1 💬 0 📌 0
Preview
Trump suggests US could end Iran war soon, as UAE and Turkey intercept more missiles The US president tells CBS News that the

Trump CBS statements on declaring victory in the Me and goung home

www.bbc.com/news/live/cz...

09.03.2026 20:27 👍 0 🔁 0 💬 0 📌 0
Preview
G7 to take 'necessary measures' to support energy supplies Finance ministers and the IEA discussed options for stabilising oil prices which surpassed $100.

www.bbc.com/news/article...

09.03.2026 20:23 👍 0 🔁 0 💬 0 📌 0
Tokyo Prepared To Release Oil Reserve Amid Iran Crisis TOKYO, March 8 (Reuters) – A senior Japanese parliament member said on Sunday that the government instructed a national oil reserve storage site to prepare for a possible release of crude, as...

gcaptain.com/tokyo-prepar...

09.03.2026 13:53 👍 0 🔁 0 💬 0 📌 0
Preview
Who is Mojtaba Khamenei, Iran's new supreme leader? Many expect the 56-year-old, who has largely kept a low profile, to continue his father's hardline policies.

www.bbc.com/news/article...

09.03.2026 13:27 👍 0 🔁 0 💬 0 📌 0
Preview
China’s award-winning mathematician Wan Daqing leaves California for Chongqing Amid fierce competition among Chinese universities, the former child prodigy has returned to his hometown for his new role.

China’s award-winning mathematician Wan Daqing leaves California for Chongqing

www.scmp.com/news/china/s...

09.03.2026 13:16 👍 0 🔁 0 💬 0 📌 0
The Financial Fallout of US' War In The Middle East: What Investors Must Know
The Financial Fallout of US' War In The Middle East: What Investors Must Know YouTube video by NDTV Profit

NDTV - The Surprises of War. The geopolitical, economic and financial market consequences of this badly planned, long war in pursuit un-defined goals.

youtube.com/watch?v=ckR8...

09.03.2026 05:21 👍 1 🔁 1 💬 0 📌 0