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 ↓

Присоединился Nisan 2026
37 Подписки139 Подписчики
Закреплённый твит
Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
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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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
🚨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 ?
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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
@KobeissiLetter That a very good surprise, removing all the mines will help for the deal here the impact on the market: x.com/AxiomMarkets/s…
Axiom Markets | Energy & Macro@AxiomMarkets

🚨 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.

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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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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
@KobeissiLetter If you don't understand what happen x.com/AxiomMarkets/s…
Axiom Markets | Energy & Macro@AxiomMarkets

🚨 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.

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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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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
@KobeissiLetter This is exactly what Iran asked x.com/AxiomMarkets/s…
Axiom Markets | Energy & Macro@AxiomMarkets

🚨 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.

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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.
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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
🚨 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.
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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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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
@DeItaone I breaking down for you x.com/AxiomMarkets/s…
Axiom Markets | Energy & Macro@AxiomMarkets

🚨 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.

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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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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
@unusual_whales Yeah but this could reverse quickly, let's see x.com/AxiomMarkets/s…
Axiom Markets | Energy & Macro@AxiomMarkets

🚨 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.

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unusual_whales
unusual_whales@unusual_whales·
A green morning.
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zerohedge
zerohedge@zerohedge·
Trump: US blockade on Iran to remain in place
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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.
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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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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
🚨OIL FEARS FADE, GAS PRICES DROP Gas prices are sliding as geopolitical tensions ease Iran says the Strait of Hormuz is now fully open for commercial shipping during the ceasefire, easing fears of supply disruptions. Markets are reacting fast—U.S. gas price expectations have dropped sharply this month as risk premiums unwind. If the ceasefire holds, energy prices could stay under pressure.risk premiums unwind. If the ceasefire holds, energy prices could stay under pressure. kalshi.com/markets/kxaaag…
*Walter Bloomberg tweet media
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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
@KobeissiLetter In our view x.com/AxiomMarkets/s…
Axiom Markets | Energy & Macro@AxiomMarkets

🚨 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.

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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
There it is folks: The 10th and final step of our "Conflict Playbook" is on the horizon and the market is surging as expected. And now, not only has the AI Revolution rapidly accelerated in the background of this 7-week war, but markets are pricing-in an inflation shock. Those who sold assets in March are rushing back into the market as quality names have only gotten cheaper on a Forward P/E basis, risk appetite is returning, and the search for yield is back on. Couple this with one of the largest short squeezes in years, and the S&P 500 has now added nearly +$7 TRILLION in ~3 weeks. Own assets or be left behind.
The Kobeissi Letter tweet media
The Kobeissi Letter@KobeissiLetter

x.com/i/article/2026…

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