Iranian parliament speaker Ghalibaf posted a mock “Strait Taylor equation” on X,
inserting the Strait of Hormuz and Bab el‑Mandeb into a Taylor‑rule style
formula and taunting that a 25bp Fed hike “can't open a choke point” or produce
a barrel of oil. The post appeared hours before the Federal Reserve's 25bp rate
increase. Market analysts called the move political signaling intended to
underscore Iran's ability to impose a supply‑risk premium via maritime security
and to argue that monetary tightening cannot remedy physically disrupted oil
flows. A Washington policy researcher added the timing suggests the messaging
was meant to make U.S. consumers and markets more directly feel the economic
cost of conflict.
