Slack: C0A0J067M6V/ts:1773394444.4162

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

iran-hormuz-cascading-supply-shock

🟢 [E1695] FFTT argues Hormuz has been closed for 10 days, the US is running low on missile interceptors, and if tanker transit remains impaired for another 1-2 weeks, western equity and bond markets will suffer severe damage. Iran doesn't need to defeat the US military—just break the Treasury market.
supporting · 2026-04-07