For weeks now we have been watching a play that is being repeated with surgical precision, how a game is being played on the backs of the global economy.
It is May 2026 and the planet seems to be hanging by a post on Truth Social. The strategy is now obvious: every weekend the tones rise, war seems inevitable and oil is shooting up, while every Monday, as if from a god machine, Trump announces “historic advances” and the markets party.
The “recipe” of manipulation: The weekend of terror and the Monday of hope
Last weekend, Trump threatened to “level” Iran’s energy infrastructure if the Strait of Hormuz was not opened within 48 hours. Result? Brent prices hit $120, panic gripped investors and the stock markets plunged into the red.
But on Monday morning, the scene changed dramatically. With a surprise statement about “productive talks” and the suspension of the “Project Freedom” operation (the American ship escort), the President gave the signal for the rally: Brent immediately fell by 1.7%, approaching $108, as the market “discounted” peace.
The strange bets
The MSCI index climbed to historic highs, while technology caught fire. “Strange” bets of hundreds of millions of dollars were detected on oil contracts a few minutes before Trump’s official announcements. It seems that some people knew when the price would fall and when it would rise! Were they in the President’s circle? (for more information on this issue please read the analysis titled “Oil Market Manipulation Starring President Trump“).
In this chaos, artificial intelligence acts as the ultimate “refuge” of optimism. In South Korea, the Kospi index jumped more than 6%, with Samsung Electronics achieving the unthinkable: a 15% jump that sent its valuation soaring above $1 trillion! Investors, tired of the war cries, are turning to the profits of Nvidia, AMD and Super Micro Computer, trying to ignore the clouds of war.
The closed Straits of Hormuz: The ticking time bomb
The Straits of Hormuz remain effectively closed. This means:
- Energy Asphyxiation: 20% of the world’s oil supply and huge quantities of LNG are trapped.
- Inflationary Shock: Despite the temporary drop in prices due to Trump’s statements, the shortage in the market is real. If the tankers do not start soon, the global economy will face a recession that will make the crisis of the 1970s look like a picnic.
- Food Crisis: Already in the Gulf countries there are shortages of basic food items, as 70% of food imports pass through the straits.
Trump is playing with the markets. But if the “one-page deal” turns out to be coal, the earthquake that will follow in the global economy will level everything.
