*Walter Bloomberg

KALSHI IS RAISING ABOUT $1B AT $22B VALUATION: WSJ

NETANYAHU: NEED ALTERNATIVE ROUTES THAT AVOID HORMUZ AND RED SEA CHOKEPOINTS

NETANYAHU: THERE ARE MANY POSSIBILITIES FOR A GROUND COMPONENT, I WON'T SHARE WHAT THEY ARE

NETANYAHU: IRAN HAS NO CAPACITY TO ENRICH URANIUM OR MAKE BALLISTIC MISSILES AFTER 20 DAYS OF WAR

TRUMP'S JOB APPROVAL WAS 40%, UP 1 PERCENTAGE POINT FROM PRIOR REUTERS/IPSOS POLL

34% OF AMERICANS SUPPORT DEPLOYING SMALL NUMBER OF SPECIAL FORCES FOR TARGETED OPERATIONS IN IRAN; 55% OPPOSE ANY DEPLOYMENT OF GROUND TROOPS, REUTERS/IPSOS POLL FINDS

65% OF AMERICANS EXPECT U.S. WILL DEPLOY TROOPS FOR LARGE-SCALE GROUND WAR IN IRAN BUT ONLY 7% SUPPORT THE IDEA, REUTERS/IPSOS POLL FINDS

TRUMP IS BELIEVED TO SUPPORT PIRRO'S APPEAL ON POWELL SUBPOENAS TRUMP WAS OPEN TO IDEA OF ENDING FED PROBE UNTIL JUDGE'S RULING

*GOLDMAN PLANS TO START TRIMMING STAFF NEXT MONTH: INSIDER

ISRAEL–US CAMPAIGN SET TO LAST WEEKS Sources say the joint Israel–US campaign is expected to continue for several more weeks, according to Al Jazeera.

MORGAN STANLEY DELAYS FED RATE CUT OUTLOOK Morgan Stanley now expects the Federal Reserve to cut rates in September and December, pushing back its earlier forecast of June and September. The shift reflects a more cautious Fed after the latest meeting, with Chair Jerome Powell signaling that clear progress on inflation is still needed. Rising oil prices and geopolitical risks are adding uncertainty and complicating the Fed’s policy path. The bank sees a balanced stance from the Fed but notes markets may face volatility in the meantime. It warns the biggest risk is that rate cuts could be delayed further—or not happen at all—unless economic growth weakens sharply.

US ENERGY SECRETARY WRIGHT: TRUMP ADMINISTRATION HAS NO PLAN TO IMPLEMENT RESTRICTIONS ON OIL AND GAS EXPORTS

IRAN SAYS IT FIRED FRESH WAVE OF MISSILES AT ISRAEL: NOUR NEWS

US HOUSEHOLD WEALTH HITS RECORD AS STOCKS DRIVE GAINS US household net worth rose $2.2 trillion to a record $184.1 trillion in Q4, fueled mainly by a $1.6 trillion surge in equity holdings as stocks rallied on AI and earnings optimism. Real estate values slipped by about $347 billion amid a weak housing market. Meanwhile, consumer borrowing grew at a modest 3.3% pace, with slower mortgage growth but stronger non-mortgage credit. Business debt growth cooled, while federal borrowing remained strong. Household deposits also climbed 3.3% to a record $20.5 trillion.

TRADERS NOW SEE MORE THAN 60% CHANCE OF ECB HIKE BY MAY; ROUGHLY 70 BPS OF HIKES PRICED FOR 2026, UP FROM AROUND 50 BPS ON WEDNESDAY

TRUMP: CHINA TRIP HAS BEEN RESET TRUMP: CHINA TRIP DELAYED A MONTH AND A HALF

JPMORGAN CUTS S&P 500 OUTLOOK AS OIL SHOCK RAISES RECESSION RISK JPMorgan has lowered its year-end S&P 500 target to 7,200 from 7,500 as surging oil prices—driven by the Iran conflict—heighten recession risks. The bank warns markets may be underestimating the economic impact of higher energy costs. While investors focus on inflation, JPMorgan sees a bigger threat to consumer demand, which could weaken growth. Historically, oil spikes above 30% often trigger demand destruction and have frequently preceded recessions. In the near term, the S&P 500 could fall further, especially after dropping below its 200-day moving average—a bearish signal. If selling continues, the index may find support around 6,000–6,200. Although JPMorgan still expects a recovery later in the year, supported by investment and stimulus, gains are likely to be more limited due to ongoing geopolitical risks.

IRAN'S REVOLUTIONARY GUARDS SAY THEY ATTACKED AND 'DAMAGED' A U.S. F-35 FIGHTER JET - STATEMENT

*ECB OFFICIALS SEE POSSIBILITY OF RATE HIKE AT APRIL MEETING

ECB SOURCES: APRIL LIKELY TOO EARLY FOR ANY RATE HIKE, JUNE MORE LIKELY ECB SOURCES: GOVERNORS CONSIDER BASELINE PROJECTIONS ALREADY OUTDATED