Panda News

And you really need to pay attention to it.

Most people are only paying attention to the "Energy Crisis."

But it's not the tip of the iceberg.

Apart from the energy crisis, there are some major crises ongoing that could cripple the global economy.

1) Food crisis

For the first time since June 2022, Hedge funds have flipped bullish on wheat.

The blockade of Strait has resulted in fertilizer supply crunch, which means good prices are about to go a lot higher.

2) Bond market crisis

Japanese bond yields are hitting new highs every day now.

This is something that has crashed the markets in the past, and it could happen again.

3) Private Credit Market Crisis

JP Morgan CEO Jamie Dimon warned about the private credit market crisis today.

Big entities like BlackRock, Blackstone, Morgan Stanley, etc., have halted withdrawals for their private credit fund in the past month.

This is a huge worry, as the private credit market is a $2T industry, and a lot of AI companies are dependent on it.

4) Subprime crisis

This month, the Subprime loan delinquency rate has reached its highest level in 11 years.

If compared with the 2007-08 crisis, we are now in the mid-2007 phase.

We all know what happened next.

5) Stagflation crisis

The expectations for inflation are going up globally.

Today, Saudi Arabia sets record-high oil prices for Asia.

Meanwhile, the economic activity is getting slower.

This is a classic Stagflation case, and it ends up very badly for the economy.

What will happen next?

I have been warning about a broader market dump for months now.

And it's now playing out in real time.

IMO, most governments can't do anything to stop this crisis, so they'll let it play out.

Only when most damage is done, the global economy will press the QE button, resulting in a massive bull market.

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Trump literally threatened Iran, and this one is very different.

Today, Trump called Iran to open the Strait or be prepared for hell.

This is happening when Trump's 48 hour deadline is about to end soon.

But that's not all.

Trump is doing a press conference at 1PM ET tomorrow with the US military.

This is a sign that Trump thinks Iran won't open the Strait anytime soon.

In that case, the US is probably planning for a ground invasion and the markets think the same.

This is why Oil prices are going up, as an invasion, means Strait traffic will go down again.

Less traffic ➙ Bigger Oil Supply Crunch ➙ High Oil prices ➙ Stock market and crypto market dump

Also, I'm noticing something different.

Trump is talking less and less about the stock market.

He even said that the stock market hasn't dumped much.

This is something he was repeatedly saying in Q1 2025 before stocks nuked 10%-15%.

After that, Trump posted "BUY CALL," which started a big rally.

So, my plan is simple:

Look for any escalation happening between US-Iran

Pay attention to Trump's words about the stock market

The moment he starts paying more attention to the markets, I'll go all in.

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