Geopolitics Alpha

Yemen’s central bank orders banks to freeze assets of 135 Houthi-linked individuals, entities

Published . Updated .

Yemen’s central bank orders banks to freeze assets of 135 Houthi-linked individuals, entities Anadolu Ajansı

Directly affected

  • No company is named in this report.

Indirectly affected

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease

    Ship owners earn more when vessels are tied up longer

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • IEF iShares 7-10 Year Treasury Bond

    Treasury bonds move when yields change

  • FRO Frontline

    Longer voyages raise tanker earnings when ships avoid the Red Sea

  • XLE Energy Select Sector SPDR

    Energy prices move when a shipping lane is disrupted

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM———————
MATX———————
DAC———————
GSL———————
SBLK———————
GOGL———————
TLT———————
IEF———————
FRO———————
XLE———————

Yemen’s central bank orders banks to freeze assets of 135 Houthi-linked individuals, entities Anadolu Ajansı

Source: Anadolu Ajansı

Where this story sits: Red Sea

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25 out of 100

“Yemen’s central bank orders banks to freeze assets of 135 Houthi-linked individuals, entities” scores 25 out of 100. The score uses 2 sources.