Catalyst Pit

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.

@FirstSquawk Talks confirmed live in Islamabad. US warships crossing Hormuz at the same time uncoordinated. This weekend is the most consequential for markets since the war started. Monday open will be historic either way.

IRAN STATE TV REPORTER IN ISLAMABAD CONFIRMS IRAN, US, PAKISTAN TRILATERAL TALKS BEGIN

@FirstSquawk Not coordinated with Iran. Talks beginning simultaneously in Islamabad. The US just sent warships through while sitting at the negotiating table. Maximum pressure diplomacy or the match that lights the fire. $OIL watching closely.

Several U.S. navy ships crossed the Strait of Hormuz on Saturday, U.S. official says - AXIOS REPORTER

@business Pakistani military arriving at Saudi air base as Iran peace talks begin in Islamabad. The region is mobilizing around this weekend's negotiations. A lot of moving pieces $OIL will gap one way or the other Monday morning.

Saudi Arabia’s Ministry of Defense said a Pakistani military force arrived at King Abdulaziz Air Base as part of a strategic defense pact between the two countries. bloomberg.com/news/articles/…

@business Bank of England flagging risks from Anthropic's AI models to financial institutions. Regulators are starting to treat AI like they treat systemically important banks. This is the beginning of AI regulation in finance not the end.

The Bank of England plans to discuss the impact of Anthropic’s new AI model with financial institutions, as UK regulators join their peers in the US and elsewhere in raising alarms over the risks posed by the tool, a person familiar said. bloomberg.com/news/articles/…

@FirstSquawk Iran forwarding proposals to Pakistan PM from Islamabad. Talks are moving. This is the most concrete diplomatic progress since the ceasefire. $OIL $SPY futures watching this closely tonight.

IRAN'S PROPOSALS & RED LINES HAVE BEEN FORWARDED TO PAKISTAN PRIME MINISTER - IRAN STATE TV REPORTER SAYS FROM ISLAMABAD

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