BondMktWizard

🚨NEW: A Senior Administration Official tells me - “NO DUST, NO DEAL” — - We are not going to roll over. “We are not there yet” on a deal. “We are not going to sign a deal today” or “tomorrow.” - The President’s instinct is to give them “5, 6, 7 days” to make this deal. - “They have agreed in principle to the framework” and we are “95%” there. - We have a deal on “the nuclear stockpile” and “the Strait of Hormuz” but are negotiating language. “We don’t have a deal until there is a deal.” - A potential deal would have a “No Dust, No Dollars” concept. - We have the opportunity to make a deal that will lower the cost for Americans but will mean the Iranians will not get a nuclear weapon. - “We are not going to do a bad deal, that’s for sure.” - We have “optionality” and can resume military strikes if a deal if not reached.

Amid ongoing discussion, Iran is accusing the U.S. of obstructing certain clauses in the preliminary agreement, including the issue of unfreezing Iran's assets, which could collapse the entire deal, the IRGC-affiliated Tasnim reports.

Trump: If I make a deal with Iran, it will be a good and proper one, not like the one made by Obama, which gave Iran massive amounts of CASH, and a clear and open path to a Nuclear Weapon. Our deal is the exact opposite, but nobody has seen it, or knows what it is. It isn’t even fully negotiated yet. So don’t listen to the losers, who are critical about something they know nothing about. Unlike those before me who should have solved this problem many years ago, I don’t make bad deals!

"A senior Trump administration official said Sunday the agreement-in-principle is a trade: Iran fully reopens the Strait of Hormuz in exchange for the U.S. lifting its blockade on Iranian shipments while providing the country’s economy with some unspecified “breathing room.” The official said there was no specific Washington pledge on unfreezing assets at this point or on any initial lifting of sanctions." "#Iran also has accepted the principle of disposing of all of its high- and low-enriched uranium, the official said, though how and when that happens remains undecided." wsj.com/world/middle-e…

BREAKING: Iran warns the US-Iran agreement "will be completely cancelled" due to ongoing US obstruction on clauses including the release of Iran's $100 billion of frozen assets, with the US now trying to link them to nuclear concessions which Iran rejects, per Tasnim. The White House is now backing away from yesterday's "largely negotiated" claim, conceding the deal "could still fall apart," per senior US officials. Trump himself walked back urgency on Truth Social from yesterdays "deal coming shortly" to now stating "time is on our side" and saying the blockade "will remain in full force," which Iran also says needs to be lifted in order sign any agreement.

ברייקינג: הקשחת עמדות בשעה האחרונה אצל האמריקאים. לב המחלוקת כעת: 22 מיליארד דולר שהאיראנים דורשים לקבל באופן מיידי. בארצות הברית מבהירים: “רק אם נראה תוצאות.״

Lindsay Graham has moved from “regime change”, to getting a good deal with Iran…

תסכול בצה"ל: כבר היו מועדים לתקיפות, איראן עלולה להישאר מדינת סף גרעינית "הסכם רע לישראל": כך מגדירים בצמרת הצבא את המתווה המתגבש בין ארה"ב לאיראן, וחוששים במיוחד מכך שיכלול את לבנון. בצה"ל גם דואגים מכך שטהרן תמשיך להחזיק בידע, בתשתיות ובחומר המועשר שנועדו לפריצה לנשק גרעיני, ומבהירים ש"אסור שתצא מחוזקת": "קונים שקט זמני במחיר של איום ארוך טווח" ynet.co.il/news/article/h…

סוכנות תסנים האיראנית: ההסכם עלול להתבטל כיוון שארה"ב מציבה מכשול בפני כמה סעיפים. בתרגום חופשי: כיפופי הידיים בעיצומם

JUST IN: 🇮🇷🇺🇸 Iranian state media says there is a possibility the US-Iran draft agreement will be canceled.

🇮🇱🇺🇸🇮🇷#URGENTE: Reuters acaba de revelar algo clave: Teherán NO ha aceptado entregar su reserva de uranio altamente enriquecido. Además, la cuestión nuclear ni siquiera está incluida en el acuerdo preliminar con Washington. En otras palabras: Irán estaría obteniendo alivios y negociaciones… sin desmontar realmente el núcleo de su capacidad nuclear estratégica. Eso cambia completamente el panorama. Porque el problema nunca fue solamente el Estrecho de Ormuz. El problema siempre fue: ¿Irán conservará la capacidad técnica y material para acercarse a un arma nuclear cuando quiera? Y hoy la respuesta parece ser: Sí. Mientras algunos celebran “avances diplomáticos”, Teherán gana tiempo, preserva capacidad de enriquecimiento y mantiene intacta una de sus cartas más importantes de disuasión. Israel entiende algo que muchos en Occidente no quieren aceptar, y me atrevo a decir que no solo Israel lo entiende, también lo entienden los Emiratos Árabes Unidos: Un Irán nuclear o semi-nuclear cambiaría permanentemente el equilibrio de poder en Medio Oriente. Por eso, cada vez parece más probable que Israel llegue a la conclusión de que tendrá que actuar solo incluso sin esperar luz verde total de Washington. Yo: Creo que Israel deberá atacar a Irán en solitario para enseñarle a EEUU cómo se deben hacer las cosas en Medio Oriente, y como se debe terminar el trabajo. Porque si las negociaciones solo congelan titulares mientras Irán mantiene el uranio enriquecido, entonces no existe una solución real. Solo una pausa táctica antes de la próxima crisis. #Israel #Hamas #Gaza

On April 7, the President announced a double sided, two-week ceasefire subject to the COMPLETE, IMMEDIATE, and SAFE opening of the Strait. Iran didn’t comply. They gave their word and didn’t keep it. I don’t know what’s different now. Iran never keeps its word.

In other words, the war is over, we're stumbling toward some version of the JCPOA, America is out billions of dollars and lots of weapons that we didn't need to waste, and the United States is now weaker and Iran in a strategically stronger position. And for what?

🚨 IRAN DEAL STILL NOT DONE IRGC-affiliated Tasnim now says U.S. “obstruction” over key clauses is still holding up a potential agreement with Iran. The biggest sticking point: Tehran wants blocked Iranian assets released. Tasnim says there is still a possibility the agreement could collapse.

Iranian negotiators are demanding the immediate release of $12 billion in frozen assets held in Qatar as a precondition for advancing talks with the United States, an informed source with direct knowledge of the negotiations told Iran International. According to the source, the release of these specific funds in Qatar is a strict precondition for the initial Memorandum of Understanding (MoU) stage. Tehran has insisted that actual, guaranteed access to this $12 billion must be granted during this first phase before any preliminary diplomatic understanding can move forward, the source said. The source emphasized that this $12 billion represents only the immediate tranche required to initiate the diplomatic roadmap, and is not the only capital Iran is claiming. Tehran's broader negotiating position is that all of its frozen assets globally must be unfrozen and fully released as part of any eventual comprehensive agreement, according to the source. iranintl.com/en/202605244481

“US and Iran agree in principle to a deal, then disagree on every single clause.” a European official speaking to Faytuks Network says

BREAKING: The White House no longer expects an agreement with Iran to be announced today and thinks it could take "several more days" for the deal's approval, per Axios. Yesterday, President Trump said a deal announcement was coming "shortly." US officials are "optimistic" but say the deal could still fall apart.

An Iranian source tells Al Jazeera that disputes have surfaced in U.S.-Iran negotiations over the unfreezing of Iranian assets and a proposed Lebanon ceasefire. Tehran is demanding full agreement on all clauses before any deal is signed.

Your father has inflicted a historic defeat on the United States and Donald Trump has made Joe Biden look like Winston Churchill while your father looks like Neville Chamberlain. A historically weak president who has now failed the Iranian people after his promise that "help is on the way". No amount of stupid memes posted on Truth Social can explain away the fact that your father has failed the Iranian people after first urging them to rise up against the regime. A regime of shame has Trump II become.

Sir, with respect and a huge supporter of Trump, this is catastrophic defeat for US in my view. The war costed huge, and still the Nuclear talk is not even on the table by Iran, opening the strait of Hormuz which was already open, the same regime is there in power (which Trump said he would change). So no, this is not a win for US, in my view..