MacroInvestor
2.9K posts
BREAKING: The White House has released the full text of the US-Iran MOU, which confirms full US capitulation to Iranian demands. Iran's top negotiator and Parliament Speaker Ghalibaf in a new interview called this final MOU the ultimate "America's failure." The 14 key points: 1. Permanent termination of war on all fronts including Lebanon, with US and Iran committing to never initiate military operations against each other and to protect Lebanese sovereignty 2. At least $300 billion in reconstruction and economic development funds for Iran from the US and regional partners 3. Permanent termination of all sanctions including UN Security Council resolutions, IAEA Board resolutions, and all unilateral US primary and secondary sanctions 4. Full release of all Iran's frozen funds and assets, up to $100 billion total, with the Central Bank of Iran designating beneficiaries 5. Iranian sovereign administration over the Strait of Hormuz with only a 60-day free passage waiver, after which Iran begins collecting transit fees from every commercial ship 6. Full removal of US naval blockade within 30 days and withdrawal of all US forces from all US bases around Iran within 30 days after the final deal 7. Iran retains its full enrichment infrastructure with only existing stockpiled material to be down-blended on-site under IAEA supervision, with no new concessions on its existing NPT commitment 8. Iran's missile program and support for Resistance groups are explicitly removed from final deal negotiation scope 9. Mutual recognition of sovereignty and non-interference in internal affairs, formally legitimizing the Iranian regime 10. US commits to no new sanctions and no additional forces in the region while Iran maintains its current nuclear program status quo 11. Immediate US Treasury waivers for Iranian crude oil, petroleum products, and all banking, insurance, and transportation services 12. Friday's signing will trigger a 60-day final deal negotiation period, extendable by mutual consent 13. Joint executive mechanism to monitor implementation and final deal compliance 14. The final deal will be endorsed by a binding UN Security Council resolution Iran via Tasnim has confirmed this is the final MOU, with Ghalibaf adding "everything we sought to achieve through military action was secured several times over at the negotiating table, in a way that cannot even be compared."
BREAKING: US Consumer Sentiment officially falls to its lowest level on record in data going back to 1952, down another -10% last month. Consumers now see inflation rising to 4.8% over the next 12 months. This puts the Consumer Sentiment index down -21% since February 2026, before the Iran War. Not even the 1980s saw Consumer Sentiment this low.
$SILVER With all due respect - and I’ve said this before, but you never responded - moving averages are lagging indicators. We’re talking about silver still sitting inside a month-long bearish pennant that literally just hit support, and right in the middle of that structure you’re already calling for a big surge higher... Wow... And 243 likes? Seems plenty of people want to see it rip higher again, especially after being told to load up on Q1/Q2 calls above 100...
🇺🇸🇮🇷🇵🇰 As JD Vance landed for peace talks in Islamabad, he was greeted by Pakistani army chief Asim Munir. Asim chose to wear a suit while welcoming him, in contrast to the military uniform he wore when welcoming the Iranian delegation.
