Trump Says Iran 'Wants To Make A Deal' & Is 'Talking'; Top Envoys Reportedly Texting Messages

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Adds that "numerous countries have told me they’re on the way" to help fully open the Strait of Hormuz...

 


'Is There An Off-Ramp?': JPMorgan Traders Remain 'Tactically Bearish' As Market Sees Just 50% Odds Of Ceasefire By May

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The US alone cannot pivot away from this situation, it will require both Iran and Israel to agree...


Silver's Endgame: Almost Too Obvious

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...once the physical silver leaves the COMEX, the artificial price-fixing charade ends, and silver naturally rips higher.


Marjorie Taylor Greene Tells CNN That MAGA Feels '100% Betrayed' By Iran War

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"It’s actually very split. And it’s split along generational lines..."


The Race To Empty: SocGen Breaks Down Which Countries Will Hit The Oil Wall First?

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Europe remains relatively insulated for now thanks to ongoing draws on its product inventories... Asia faces more significant problems as the region imported over 13mb/d through the Strait of Hormuz


America's Nuclear Fuel Chain Gains As General Matter Earns $4.2 Billion Of Support From Ex-Im Bank

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...as U.S. and its allies looking to diversify from eastern suppliers of critical materials, including enriched uranium. 


Michigan Synagogue Attacker Has Ties To Iranian-Backed Hezbollah Rocket Unit

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Sleeper?


SNAP Recipients Claim Trump Trying To "Destabilize Food Access", Sue Feds Over Junk Food Ban

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That framing assumes junk food is a non-negotiable line item. Recipients who want soda and candy remain free to purchase them... with their own money...


"Every Week In 2026 Has Felt Like A Year": Top Goldman Macro Trader Ruminates On Everything, Everywhere All At Once

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...and so far...there is no letting up and nowhere to hide


"Problem Is Solvable": Airline CEOs Urge Congress To End Shutdown, Pay TSA Workers

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"Airports coast to coast are seeing major delays, HOURS-long security lines, and missed..." 


DOJ Asks Boasberg To Reconsider Quashing Powell Subpoenas

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Boasberg declared the investigation overtly political and coercive, without any criminal predicate...


Mexico Truck Production Plunges 50% In February As US Exports Slow

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Truck-makers report steep declines in output, as domestic demand weakens and U.S. exports slow...


Woke Celebrities Applaud Themselves At Oscars As Hollywood Burns

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They sipped champagne, whined about Trump and celebrated some of the worst movies of the past decade...


The 'Ceasefire Discussions' Market Playbook: Goldman's One-Delta Desk-Head Warns Dip-Buyers

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Oil clearly matters and will remain reflexive for both rates and equities, but credit remains the North Star...


China-US Trade Talks End In Paris As Doubts Grow Over Trump-Xi Summit

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"I don't think the meeting is in jeopardy, but it's quite possible the meeting could be delayed." 


The Wrath Of Kharg

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Could the upcoming Trump-Xi summit be the moment where we see Beijing issue the directive to its allies in Tehran to end the blockade? For Xi it may be a choice between that, or suffering the wrath of Kharg on the Chinese industrial economy.


Stock Market Selloffs Will Soon Have More Follow Through

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Greater dealer hedging of put options exposes the stock market to deeper selloffs...


Nano Nuclear Progresses HALEU Transport Package

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Nano is making tangible progress outside of their reactor development segment...


BYD Shares Soar Most In 13 Months As Chinese EV Push Into Americas Accelerates

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The new vehicle can charge from 10% to 70% in about five minutes... 


Oil’s Panic Rally Shows Signs Of Exhaustion

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Silver already showed how panic volatility ends: with a painful hangover. Oil may be next.