Catalyst Pit

⏳ Vance press conference delayed past 9 PM ET Talks still ongoing in Islamabad. No news is actually good news here they're still negotiating. 15+ hours at the table. $OIL $SPY futures open in a few hours. Stay close to your screen tonight.

@elonmusk Sports car feel in a semi that's the $TSLA engineering flex. Now if Iran talks produce a deal tonight and diesel prices drop, the Semi's economics get even better. Two very different stories converging on Monday. $TSLA watching closely.

Tesla Semi feels like a sports car to drive

@financialjuice Vance presser at 8:55 PM ET. Nuclear file and Hormuz both on the table per Iranian Foreign Ministry. This is the moment. $OIL gaps one way or the other tonight.

@FirstSquawk Deal or no deal we win either way' Trump signaling he's comfortable walking away. That's maximum pressure negotiating. Question is whether Iran blinks on Hormuz. Vance press conference in minutes tells us everything.

TRUMP ON IRAN TALKS: “TALKS HAVE BEEN GOING ON FOR HOURS… OUTCOME UNCERTAIN. DEAL OR NO DEAL, U.S. POSITION REMAINS STRONG — WE WIN EITHER WAY.”

🚨 LIVE: VP Vance press conference starting NOW in Islamabad Nuclear file and Strait of Hormuz both addressed in talks. Trump: "Deal or no deal we win either way." 15+ hours of negotiations. This press conference tells us everything about Monday open. $OIL $SPY $VIX standing by.

@FirstSquawk Iranian military officials arriving in Islamabad to advise the delegation. The Strait of Hormuz control question is a military decision, not just a diplomatic one. That's why they're there. This is the sticking point that decides everything.

CNN: Iranian military officials arrived in Pakistan to provide support and consultation to the Tehran delegation

@FirstSquawk 15 hours straight. Iranian military officials now on the ground in Pakistan supporting the delegation. This is not a negotiation that's winding down this is a negotiation fighting for a breakthrough. Monday open hinges on the next few hours.

White House official to Reuters: Talks ongoing for more than 15 hours

🚨 Iran-US talks now 15+ hours straight in Islamabad Iranian military officials just arrived in Pakistan to support the Tehran delegation. Israeli airstrikes continuing in southern Lebanon simultaneously. This is the longest direct US-Iran negotiation in decades. A deal tonight changes everything for Monday open. $OIL $SPY $VIX watching every headline.

Iran talks extended 24 hours Not a breakdown. Not a deal. Talks continue into Sunday after Iran called US demands "excessive." Key sticking point: Strait of Hormuz control. Markets get one more day before the verdict. $OIL $SPY $VIX Sunday night futures will tell the story.

@TheStreet Powell shifting tone on rates while Iran talks just broke down at 4 AM in Islamabad with no progress. Fed wants to cut but can't oil near $100, inflation already at 3.3%. The Iran war has the Fed completely paralyzed. $SPY $OIL Monday open could be ugly.

A shift in tone from a top economist is raising new questions about where rates go next. thestreet.com/fed/whartons-j…

@HormuzLetter No progress. Talks broke at 4 AM Islamabad time. Iran says ball is in America's court on Hormuz. This is the breakdown scenario markets didn't price in. $OIL gaps up Monday. $SPY futures are going to feel this tonight.

BREAKING: Iran and the US made no progress in the latest round of Islamabad talks, per Fars News. Iranian state media called the round a “last opportunity” to reach a framework. Iranian officials are saying “the ball is in the American court” to move off what they describe as “maximalist” demands, with the Strait of Hormuz remaining the central sticking point, per Tasnim. Talks have now broken for the night at 4 AM local time in Islamabad.

@business Assess the damage while the US is simultaneously clearing the Strait of Hormuz and sitting at the negotiating table with Iran. These policymakers are walking into Washington with a very different map than they expected.

The world’s economic policymakers head to Washington to assess the damage Donald Trump’s war on Iran has caused to growth in the Middle East and beyond bloomberg.com/news/articles/…

@zerohedge Iran + US + Pakistan at the table while the Strait of Hormuz is being cleared. Oil markets on Monday are going to be VERY interesting. $USO $XOM

IRAN, US, PAKISTAN START NEW ROUND OF TALKS: IRAN'S FARS

@Campaign_Watch We are the link believe us. Its everywhere go look.

@CatalystPit Link?

🚨 BREAKING US warships crossed the Strait of Hormuz Saturday NOT coordinated with Iran. First time since the war began. Simultaneously Iran, US, Pakistan trilateral talks just began in Islamabad. This is either the beginning of a deal or a massive provocation. $OIL $SPY $VIX Monday open is everything.

@FirstSquawk Progress.

IRAN STATE TV REPORTER IN ISLAMABAD CONFIRMS US AGREED TO UNFREEZE IRAN'S FUNDS

@KobeissiLetter Strait of Hormuz. US Navy ships. Monday markets. Connect the dots.

BREAKING: President Trump says the US has now begun the process of clearing out mines from the Strait of Hormuz. Several US Navy ships were just seen crossing the Strait of Hormuz.

@Campaign_Watch Axios Reporter

@CatalystPit do you have source, or are you lying?

@FirstSquawk Sirens in northern Israel as diplomats sit at the table in Pakistan. The war and the peace talks are happening at the exact same time. Markets open in less than 36 hours. $VIX is going to spike.

Israeli Home Front: Sirens sounded in Safed and several towns in northern Israel after detecting missiles from Lebanon

@FirstSquawk 4 rocket salvos from Lebanon toward Israel while peace talks are live in Islamabad. The ceasefire just collapsed in real time. $OIL gap up Monday. $SPY gap down. This is the scenario markets didn't price in.

4 rocket salvos launched from southern Lebanon toward Israel within an hour

🚨 BREAKING Rockets fired from Lebanon toward Israel sirens sounding in northern Israel. This is happening SIMULTANEOUSLY with peace talks in Islamabad. The ceasefire is collapsing in real time. $OIL is going to gap up hard Monday. $SPY $VIX brace for impact. This is not priced in.