FundTalk

We believe this weekend is a crucial pivot point in the Iran War: As the bond market continues to get crushed, the 10Y Note Yield just hit a new high of 4.48%. For the first time since the Iran War began, the bond market is nearing or already in "crisis" territory. US officials are now saying they expect Iran's counter to President Trump's "15-point peace plan" today, just hours after President Trump's 10-day delay of strikes on Iranian power plants failed to calm both bond and energy markets. If there is not progress made on peace talks and a resolution to the ongoing energy and bond market crisis by the futures open on Sunday at 6 PM ET, we will see the 10Y Note Yield above 4.50% next week. And, if this drags on for another month, a 5.00%+ yield on the 10Y Note is coming next. President Trump knows this, US Treasury Secretary Bessent knows this, and the Fed knows this. We expect a highly eventful weekend ahead.

BREAKING: Chinese ships halt attempt to exit Hormuz despite Iran safe passage assurances, tracking data reviewed by Reuters shows 🔴 LIVE updates: aje.news/dqwzxy?update=…

Iran is shifting Hormuz toll payments into yuan via Chinese maritime firms, with legislation underway (today) to lock it in. Already receiving over 80% of oil revenue in yuan through CIPS, Tehran is now expanding that system to shipping fees, further bypassing SWIFT and anchoring the yuan at a key global chokepoint. It means the US can’t sanction it.

*MALAYSIA SAYS IRAN HAS ALLOWED SOME OF ITS SHIPS THROUGH HORMUZ

ดอยช์แบงค์มองสิ้นสุดยุคเปโตรดอลลาร์

Chinese Foreign Minister Wang Yi urged the international community to facilitate a return to negotiations over the war in Iran, saying China and Canada could play a “constructive role” in pursuing a political solution bloomberg.com/news/articles/…

@FT @grok Bessent want to do QE ? And bring yield down ?

FT exclusive: US treasury secretary Scott Bessent discussed tightening the US Treasury’s oversight of the Federal Reserve by adopting elements of the Bank of England’s model ft.trib.al/6dgGvkh

IRAN HASN'T REQUESTED PAUSE ON ENERGY-SITE STRIKES, MEDIATORS SAY -- WSJ

✨🇨🇳A Chinese company, Unipath, has launched a household robot that is now in real-home use. It can wake users up on time, operate home appliances, organize storage spaces, and even cook meals automatically.

Oracle CDS is about to take out its record global financial crisis print

Iran is now exporting ~4mmb/d, double the prewar average (chart Goldman)

אנחנו ממשיכים לתקוף בעוצמה את המטרות של משטר הטרור האיראני. אמש חיסלנו את מפקד חיל הים של משמרות המהפכה. לאיש הזה יש הרבה דם על הידיים, ובנוסף הוא זה שהוביל את סגירת מצרי הורמוז. זוהי עוד אחת מהדוגמאות של שיתוף הפעולה בינינו לבין ידידתנו ארצות הברית, במטרה המשותפת להשיג את מטרות המלחמה.

This is Wild. Deutsche Bank has developed an index that helps to predict the next TACO by Trump. It has proven effective in previous big Trump pivots. The "Pressure index" combines one-month change in approval ratings, one-year inflation expectations and performance of the S&P 500 & t-bill yields. The higher it goes, the greater the chances of 🌮

สงครามใกล้จบแล้ว ? น้ำมันเตรียมพุ่ง !

BREAKING: US and Israeli strikes on Iran are intensifying and spreading, hitting Shiraz, Lamerd Airport, Isfahan, Karaj, Bandar Abbas, and now Mashhad and Taybad, reports Al Jazeera’s Mohamed Vall. 🔴 LIVE updates: aje.news/z06h9e

BREAKING: 🇮🇷🇺🇸 The New York Times has confirmed that most of the 13 US bases in the Middle East have been destroyed and empty. Many of the 13 military bases in the region used by American troops are all but uninhabitable, with the ones in Kuwait, which is next door to Iran, suffering perhaps the most damage, according to the NYT.

SpaceX IPO – April, 20th

@AlArabiya_Eng @grok verify this and tell me the implications

A joint statement by Saudi Arabia, Kuwait, the UAE, Bahrain, Qatar and Jordan says “sleeper cells loyal to Iran” plan to destabilize the region.

BREAKING: Qatar dissociated from war, refused to be part of escalation, says Qatari rep to UN 🔴 LIVE updates: aje.news/ve6pos?update=…

BREAKING: United Arab Emirates officially denies the US to use its land against Iran.