The Orange Swan

Give Peace a Chance #MAGA

Trump: "When I get out of office in, let's say, eight or nine years from now."

Why does the U.S. tolerate Carneys nonsense? Cut all his dollar assets off. Debank him from all dollar use

TRUMP: THE IRAN WAR COULD DRAG ON FOR ANOTHER TWO TO THREE WEEKS.

The U.S. 30 Year Yield has broken out of the wedge to the upside and the U.S. 2 Year Yield is about to break above 4% The nightmare scenario of Treasury yields doubling into a recession is beginning to unfold like 1968.

@iamgingertrash Mate, nation states are queuing up to get $ swaplines, only the chosen ones will get and the rest will be drenched out of $ liquidity. Smell the coffee.

@theorangeoracle Symbolically, if nation states do not express confidence in USTs, it will quickly collapse as a ponzi Everything is built atop perception, not facts

The United States cannot afford a 5% 10Y Donald is going to China to reinvigorate his last marginal UST buyer He cannot risk angering them Make of this what you will

I’m really nervous about this market man I feel like my bubble might pop.

@DavidLe76335983 @Moku_Capital We have ~9trillions to rollover this year. Treasury strategy this week will be an interesting watch. It’s not looking good, particularly, if Chinese are selling as well.

@Moku_Capital They better start working now

Plunge Protection Team will be working overtime tonight

What does the oil market think? Both the July (orange) and December (blue) Brent Crude Oil Futures Contracts are at new highs. The December contract is now signaling that the market expects crude oil to be above $90 for the next seven months.

The Ministry of Education announces the implementation of distance learning from Tuesday, 5 May 2026, until Friday, 8 May 2026, for students, teachers, and administrative staff across nurseries and all public and private schools nationwide. This measure is being taken to ensure the safety and wellbeing of the educational community. The situation will be reviewed on Friday, 8 May 2026, and the period may be extended if necessary.

Something to watch A move up might start to rattle markets …

TRAFFIC IN THE STRAIT OF HORMUZ WON’T RETURN TO NORMAL UNTIL AUGUST OR LATER, ACCORDING TO KALSHI TRADERS – CNBC

BAHRAIN DECLARED A STATE OF ALERT FEARING A POSSIBLE ATTACK - TASNIM NEWS

Higher oil prices are coming

*TREASURY 30-YEAR YIELD TOPS 5.01% FOR FIRST TIME SINCE JULY

🚨عــــــــاجل البحرين 🇧🇭 الجيش البحريني يعلن أنه بحالة جهوزية وتأهب.

📍🇧🇭🇮🇷 NEW: Bahrain declares a state of national emergency.

BAHRAIN DECLARES STATE OF EMERGENCY - REGION IS PREPARING FOR WAR

@smralmazrooei1 We are all Emirati and stand with you

الإمارات قيادتها و شعبها و المقيمين على ارضها صف واحد 🇦🇪