Axiom Markets | Energy & Macro

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Axiom Markets | Energy & Macro

Axiom Markets | Energy & Macro

@AxiomMarkets

Market insights · Macro & geopolitics · Tracking what moves price before it moves. Daily analysis ↓

Entrou em Nisan 2026
37 Seguindo140 Seguidores
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Axiom Markets | Energy & Macro
Citadel's Griffin says recession is unavoidable if Hormuz stays shut. Meanwhile the Nasdaq just ripped 10 straight green days and the S&P is about to print a new ATH. The ceasefire expires April 22. One side of this trade is about to get destroyed.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
HORMUZ SHIPPING RISK REMAINS ELEVATED: KPLER Kpler reports that transit through the Strait of Hormuz remains below normal levels, with limited vessel movement recorded. While overall flows appear stable, the presence of “shadow fleet” and sanctioned tankers indicates ongoing risk and repositioning activity. Expanded monitoring now tracks more global shipping, improving visibility but making direct comparisons with past data less consistent. The Strait remains a sensitive and closely watched chokepoint for maritime compliance.
*Walter Bloomberg tweet media
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unusual_whales
unusual_whales@unusual_whales·
OpenAI to spend more than $20 billion on Cerebras chips, per the information
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Axiom Markets | Energy & Macro
🚨BREAKING: OIL GOES BELOW $80 AS PEACE BETWEEN THE US AND IRAN SEEMS INEVITABLE🚨 This could resume the bull market for the rest of the year. What’s your take ?
Axiom Markets | Energy & Macro tweet media
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump says Iran is removing all sea mines from the Strait of Hormuz with the help of the US.
The Kobeissi Letter tweet media
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zerohedge
zerohedge@zerohedge·
*TRUMP: IRAN, WITH THE HELP OF THE US HAS REMOVED ALL SEA MINES
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unusual_whales
unusual_whales@unusual_whales·
Trump has said: The Strait of Hormuz is completely open and ready for business and full passage, but the naval blockade will remain in full force
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
PRESIDENT TRUMP: "Now that the Hormuz Strait situation is over, I received a call from NATO asking if we would need some help. I told them to stay away, unless they just want to load up their ships with oil. They were useless when needed, a paper tiger!"
The Kobeissi Letter tweet media
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump says Israel is now "prohibited by the USA" from bombing Lebanon. Trump also says the US will get "all nuclear dust" from Iran.
The Kobeissi Letter tweet media
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unusual_whales
unusual_whales@unusual_whales·
Iran has said Strait of Hormuz is fully open
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Risk appetite among institutional investors is skyrocketing: Institutional investors purchased ~22% more call than put options last week, the largest difference in at least 16 months, according to Citadel. Monday and Tuesday also saw significant institutional call option inflows, now on track for the largest weekly bullish reading since October 2024. As a result, institutional demand for call options is up to the highest level on record. Institutional call option purchases over 5 days ending Tuesday have exceeded the average since January 2025 by +37%. By comparison, during the April 2025 market recovery, the average was surpassed by +25%. Institutional investors are piling into equities.
The Kobeissi Letter tweet media
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Axiom Markets | Energy & Macro
🚨 BREAKING: TRUMP OFFERS IRAN $20B CASH-FOR-URANIUM DEAL (AXIOS) Same movie. Different wrapper. War → "peace deal" → cash out the door → dollar weaker → gold bid. 2015: Obama sent Iran up to $150B. Result ? They pocketed it. Centrifuges kept spinning. Fast-forward 10 years, we're bombing the same facilities. Real question: does Iran sign? And if they sign, do they actually stop? History says no. Twice.
Axiom Markets | Energy & Macro tweet media
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zerohedge
zerohedge@zerohedge·
*IRAN TV: SHIPS PASSING THROUGH HORMUZ NEED IRGC COORDINATION
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
🚨 SENIOR IRAN MILITARY OFFICIAL SAYS COMMERCIAL VESSELS CAN PASS STRAIT OF HORMUZ ALONG DETERMINED ROUTE AND WITH PERMISSION OF REVOLUTIONARY GUARDS NAVY - STATE TV
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
🚨 IRAN TV: SHIPS PASSING THROUGH HORMUZ NEED IRGC COORDINATION
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
🚨 IRAN MILITARY OFFICIAL SAYS MILITARY VESSELS NOT ALLOWED TO PASS STRAIT OF HORMUZ - STATE TV
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zerohedge
zerohedge@zerohedge·
Trump: US blockade on Iran to remain in place
zerohedge tweet media
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump says the US Navy’s “blockade” of the Strait of Hormuz will remain in effect until a deal is “100% complete” with Iran.
The Kobeissi Letter tweet media
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
HORMUZ OPEN, IRAN BLOCKADE STAYS Trump says the Strait of Hormuz is fully open to global shipping, but U.S. naval restrictions on Iran remain in place until a deal is finalized. He added negotiations are largely complete and could wrap up quickly.
*Walter Bloomberg tweet media
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