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+---
+type: video
+title: "Houthis, the Red Sea, and Sovereign Debt Repricing"
+date: 2026-07-23
+modified: 2026-07-23
+publication:
+  name: Mine Print Hash
+  issue: 2026
+  volume: 30
+tags:
+  - macro
+posse:
+  𝕏: https://x.com/MinePrintHash/status/2080410453495394645
+  YouTube: https://www.youtube.com/watch?v=V0KMqsdnYHE
+  Substack: https://www.mineprinthash.com/p/houthis-the-red-sea-and-sovereign
+  LinkedIn: https://www.linkedin.com/posts/cotsuka_bond-markets-are-pricing-a-world-that-needs-share-7486176130450776064-fl5n/
+---
+
+import YouTube from '@components/youtube.astro';
+
+Bond markets are pricing a world that needs more resources.
+
+Matt Dines reviews the week of Houthi disruption and Hormuz tension, constraining Middle East energy flows to Asia, adding another force behind rising sovereign yields.
+
+<YouTube
+  title="Houthis, the Red Sea, and Sovereign Debt Repricing"
+  videoURL="https://www.youtube.com/watch?v=V0KMqsdnYHE"
+/>