From 352e45e2fb7a0d6fab2852a57c282acf8e1ae6d4 Mon Sep 17 00:00:00 2001 From: Cameron Otsuka Date: Thu, 23 Jul 2026 14:54:33 -0700 Subject: [PATCH] add mph 2026-30 --- content/podcasts/mine-print-hash-2026-30.mdx | 28 ++++++++++++++++++++ 1 file changed, 28 insertions(+) create mode 100644 content/podcasts/mine-print-hash-2026-30.mdx diff --git a/content/podcasts/mine-print-hash-2026-30.mdx b/content/podcasts/mine-print-hash-2026-30.mdx new file mode 100644 index 0000000..0612877 --- /dev/null +++ b/content/podcasts/mine-print-hash-2026-30.mdx @@ -0,0 +1,28 @@ +--- +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. + + -- 2.55.0