Commodities
October 28th: The Day Iran Breaks the Bond Market
Date: 2026-10-03 15:00:11
On September 16, the day the Federal Reserve raised interest rates for the first time since 2023, the speaker of Iran’s parliament posted a math equation. It was the formula American central bankers use to set interest rates, with two new terms added, each named after a waterway that Iran and its allies can close. It looked like a joke. One week later, diesel hit $6.53 a gallon, the highest price ever recorded in the United States. The equation was a claim: whoever controls the price of oil controls the price of money in America, from a family’s mortgage to the interest on $40 trillion of government debt. Washington has an answer, and it is not cheaper oil. Both sides want crude expensive, for opposite reasons. Only one of them needs it to last. The Fed’s next decision is October 28.
Get your tickets for the Vancouver Resource Investment Conference, January 24–25, 2027: https://vricmedia.com
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://join.thecommodityuniversity.com/
Sign up for my free weekly newsletter at https://2ly.link/211gx
Be part of our online investment community:
https://vricmedia.com
Posts by JayMartinBC
https://www.instagram.com/jaymartinbc
https://www.facebook.com/TheJayMartinShow
https://www.linkedin.com/company/cambridge-house-international
Citations: https://rentry.co/jms-iran-bond-market-sources
0:00 The Equation Iran Posted
1:23 The Formula He Was Mocking
3:26 Whoever Controls Oil Controls the Fed
4:53 Step 1: Oil Becomes Diesel
7:35 Step 2: Diesel Becomes a Rate Hike
8:19 Step 3: The Hike Lands on Families
9:27 Step 4: The Hike Hits the Government
10:37 Ferguson’s Law
11:21 The Spiral
12:40 America’s Answer
13:41 Who Fills the Gap
17:16 Who Fired the Shots
18:40 Where the Two Wars Collide
21:16 Two Clocks
21:40 Watch October 28
Copyright © 2026 Cambridge House International Inc. All rights reserved.
