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Simon Hunt Strategic Brief · Aug 19, 2026

Iran: Its Importance to Global Credit Markets

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Simon Hunt · Simon Hunt Strategic Brief

“We are presently several years into what could easily (and will likely) become the biggest credit bust in history, and possibly world history, with the A1 bubble being the biggest capex boom in US history, occurring into the highest US debt/GDP in history, at a time when US fiscal receipts will fall if US equities fall.” Luke Gromen, FFTT Tree Rings, 14th August 2026

“A dangerous view is creeping into the markets that the US has already gone so far down the path of a debt compound trap that it dares not raise interest rates to control inflation. The US Treasury has become acutely dependent on short-term funding from hedge funds,

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