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Every uncertain headline right now is hitting global markets at the same time.
Trump says any country supplying military equipment to Iran will face 50% tariffs on all exports to the US.
The warning is not limited to one country. It directly targets major players like China and others suspected of supporting Iran.
At the same time, Trump signaled that even suspected transfers like anti aircraft or shoulder missiles could trigger these tariffs.
This is not just geopolitics anymore. It is turning into a trade escalation layered on top of a war.
Markets are now dealing with three things at once: war risk, oil volatility, and a potential trade war.
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BREAKING: Anthropic has crashed cybersecurity stocks three times in three months.
Each time with a different product but each time the same stocks.
Feb 22: Claude Code Security launch.
- CrowdStrike -8%
- Cloudflare -9%
- Okta -9%
- Zscaler -10%.
Mar 27: Claude Mythos accidentally leaked in a blog post.
- CrowdStrike -7%
- Palo Alto -6%.
- Zscaler -4.5%.
Apr 7: Project Glasswing officially announced.
- Cloudflare -25%
- Zscaler -23%
- CrowdStrike -17%
- Palo Alto -15%.
Three announcements, three crashes but same stocks every time.
The market is asking one question, If an AI model can scan, detect and fix software vulnerabilities faster and cheaper than any human security team, what exactly are CrowdStrike, Palo Alto, Zscaler and Cloudflare selling.
Market is repricing an entire sector one Anthropic announcement at a time.
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BREAKING: US inflation came in at 3.3% for March, below the forecast of 3.4%.
Every single number today came in lower than expected.
Core CPI came in at 2.6%, forecast was 2.7%. Monthly CPI came in at 0.9%, forecast was 1.0%. All three numbers beat expectations.
The Iran war oil shock still hit hard. Inflation jumped from 2.4% in February to 3.3% in March.
That is the biggest single month jump in years. But coming in below forecast gives the Fed some breathing room it did not have yesterday.
Rate cut hopes just got a small lifeline.
If oil keeps dropping after the ceasefire, April CPI could look significantly better. That is when the real rate cut conversation begins.
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BREAKING: US Oil is back at $100 as Iran suspended tanker traffic through the Strait of Hormuz again following Israeli strikes on Lebanon.
The ceasefire that sent oil from $115 down to $93 two days back is already breaking down.
Tanker traffic through the Strait of Hormuz over the last 24 hours is the lowest this month, despite the ceasefire being in effect.
@BullTheoryio I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
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@BullTheoryio I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
🚨Copy search input Reply “888” to WhatsApp: +15155671546
@BullTheoryio I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
🚨Copy search input Reply “888” to WhatsApp: +15155671546
@BullTheoryio I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
🚨Copy search input Reply “888” to WhatsApp: +15155671546
Here’s the link : wa.me/15155671546/?t…